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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 | $13,324 | $99,009-86.5% | $86,581-84.6% | $147,585-91.0% |
| Participation rate | 76.5% | 76.3%+0.1pp | 73.5%+2.9pp | 82.8%-6.4pp |
| Annual return | 20.23% | 1312.70%-1292.5pp | 965.06%-944.8pp | 578.58%-558.4pp |
| Employer contribution / active EE | $685 | $3,132-78.1% | $2,840-75.9% | $4,876-85.9% |
| Participant deferral / active EE | $2,612 | $3,972-34.2% | $3,609-27.6% | $5,439-52.0% |
| Admin fee / account holder | $974 | $5,709-82.9% | $4,904-80.1% | $10,886-91.1% |