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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,111 | $70,121-8.6% | $63,803+0.5% | $138,895-53.8% |
| Participation rate | 83.3% | 77.2%+6.1pp | 72.7%+10.6pp | 79.9%+3.4pp |
| Annual return | 15.51% | 946.48%-931.0pp | 543.72%-528.2pp | 145.39%-129.9pp |
| Employer contribution / active EE | $686 | $2,882-76.2% | $2,532-72.9% | $4,194-83.7% |
| Participant deferral / active EE | $1,408 | $4,535-69.0% | $3,843-63.4% | $6,396-78.0% |
| Admin fee / account holder | $1,031 | $6,738-84.7% | $5,196-80.2% | $12,562-91.8% |