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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 | $60,623 | $88,778-31.7% | $81,844-25.9% | $145,884-58.4% |
| Participation rate | 70.8% | 75.1%-4.2pp | 72.4%-1.5pp | 80.3%-9.5pp |
| Annual return | 13.11% | 1033.03%-1019.9pp | 778.87%-765.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,579 | $3,087-48.8% | $2,916-45.8% | $4,662-66.1% |
| Participant deferral / active EE | $4,324 | $4,648-7.0% | $4,3230% | $6,690-35.4% |
| Admin fee / account holder | $389 | $8,430-95.4% | $7,355-94.7% | $13,392-97.1% |