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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 | $28,292 | $99,011-71.4% | $86,582-67.3% | $147,586-80.8% |
| Participation rate | 70.0% | 76.3%-6.3pp | 73.5%-3.5pp | 82.8%-12.8pp |
| Annual return | 13.78% | 1312.75%-1299.0pp | 965.08%-951.3pp | 578.59%-564.8pp |
| Employer contribution / active EE | $364 | $3,132-88.4% | $2,839-87.2% | $4,876-92.5% |
| Participant deferral / active EE | $923 | $3,972-76.8% | $3,609-74.4% | $5,439-83.0% |
| Admin fee / account holder | $1,235 | $5,709-78.4% | $4,904-74.8% | $10,886-88.7% |