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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 | $22,460 | $96,388-76.7% | $80,627-72.1% | $139,466-83.9% |
| Participation rate | 72.2% | 73.6%-1.4pp | 67.0%+5.2pp | 80.3%-8.1pp |
| Annual return | 15.63% | 1352.08%-1336.5pp | 936.76%-921.1pp | 373.66%-358.0pp |
| Employer contribution / active EE | $915 | $3,260-71.9% | $2,723-66.4% | $4,754-80.7% |
| Participant deferral / active EE | $2,825 | $5,224-45.9% | $4,443-36.4% | $6,712-57.9% |
| Admin fee / account holder | $1,358 | $6,603-79.4% | $5,381-74.8% | $11,409-88.1% |