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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 | $76,368-59.5% | $67,681-54.3% | $154,746-80.0% |
| Participation rate | 70.0% | 79.0%-9.0pp | 73.7%-3.7pp | 80.7%-10.7pp |
| Annual return | 15.61% | 1066.77%-1051.2pp | 590.58%-575.0pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,627 | $3,151-48.4% | $2,678-39.3% | $4,379-62.9% |
| Participant deferral / active EE | $3,870 | $4,824-19.8% | $3,976-2.7% | $6,730-42.5% |
| Admin fee / account holder | $2,668 | $8,559-68.8% | $6,100-56.3% | $14,365-81.4% |