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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 | $8,456 | $73,421-88.5% | $66,439-87.3% | $155,188-94.6% |
| Participation rate | 78.6% | 79.7%-1.1pp | 74.5%+4.1pp | 80.8%-2.2pp |
| Annual return | 21.51% | 1382.37%-1360.9pp | 757.66%-736.1pp | 148.84%-127.3pp |
| Employer contribution / active EE | $689 | $3,039-77.3% | $2,637-73.9% | $4,248-83.8% |
| Participant deferral / active EE | $2,022 | $4,680-56.8% | $3,876-47.8% | $6,531-69.0% |
| Admin fee / account holder | $4,114 | $8,856-53.5% | $6,173-33.4% | $14,480-71.6% |