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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 | $35,117 | $100,911-65.2% | $90,440-61.2% | $158,966-77.9% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.7%+0.6pp | 82.0%-8.6pp |
| Annual return | 16.86% | 1726.62%-1709.8pp | 1294.38%-1277.5pp | 302.95%-286.1pp |
| Employer contribution / active EE | $1,567 | $3,690-57.5% | $3,263-52.0% | $4,762-67.1% |
| Participant deferral / active EE | $2,127 | $4,348-51.1% | $3,964-46.3% | $5,983-64.5% |
| Admin fee / account holder | $312 | $6,507-95.2% | $5,615-94.4% | $11,250-97.2% |