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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 | $30,928 | $68,097-54.6% | $62,929-50.9% | $137,256-77.5% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.0%-10.0pp |
| Annual return | 15.61% | 1859.11%-1843.5pp | 1063.93%-1048.3pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,627 | $2,811-42.1% | $2,505-35.1% | $4,156-60.9% |
| Participant deferral / active EE | $3,870 | $4,553-15.0% | $3,888-0.5% | $6,407-39.6% |
| Admin fee / account holder | $2,668 | $6,521-59.1% | $5,065-47.3% | $12,270-78.3% |