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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 | $12,265 | $102,595-88.0% | $94,057-87.0% | $154,746-92.1% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 80.7%-10.7pp |
| Annual return | 22.60% | 583.42%-560.8pp | 480.62%-458.0pp | 172.34%-149.7pp |
| Employer contribution / active EE | $1,010 | $3,147-67.9% | $2,933-65.6% | $4,379-76.9% |
| Participant deferral / active EE | $1,086 | $5,118-78.8% | $4,709-76.9% | $6,730-83.9% |
| Admin fee / account holder | $619 | $7,736-92.0% | $7,244-91.5% | $14,365-95.7% |