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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 | $38,876 | $88,778-56.2% | $81,844-52.5% | $145,884-73.4% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 17.85% | 1033.03%-1015.2pp | 778.87%-761.0pp | 551.85%-534.0pp |
| Employer contribution / active EE | $2,196 | $3,087-28.9% | $2,916-24.7% | $4,662-52.9% |
| Participant deferral / active EE | $7,178 | $4,648+54.4% | $4,323+66.0% | $6,690+7.3% |
| Admin fee / account holder | $368 | $8,430-95.6% | $7,355-95.0% | $13,392-97.3% |