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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 | $26,815 | $100,911-73.4% | $90,440-70.4% | $158,966-83.1% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.7%-0.5pp | 82.0%-9.7pp |
| Annual return | 8.10% | 1726.62%-1718.5pp | 1294.38%-1286.3pp | 302.95%-294.9pp |
| Employer contribution / active EE | $1,439 | $3,690-61.0% | $3,263-55.9% | $4,762-69.8% |
| Participant deferral / active EE | $2,047 | $4,348-52.9% | $3,964-48.4% | $5,983-65.8% |
| Admin fee / account holder | $3,817 | $6,507-41.3% | $5,615-32.0% | $11,250-66.1% |