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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 | $20,940 | $99,011-78.9% | $86,582-75.8% | $147,586-85.8% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 16.79% | 1312.75%-1296.0pp | 965.08%-948.3pp | 578.59%-561.8pp |
| Employer contribution / active EE | $327 | $3,132-89.6% | $2,839-88.5% | $4,876-93.3% |
| Participant deferral / active EE | $1,029 | $3,972-74.1% | $3,609-71.5% | $5,439-81.1% |
| Admin fee / account holder | $1,611 | $5,709-71.8% | $4,904-67.2% | $10,886-85.2% |