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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 | $36,431 | $88,702-58.9% | $81,780-55.5% | $145,978-75.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 15.34% | 1029.12%-1013.8pp | 776.27%-760.9pp | 550.52%-535.2pp |
| Employer contribution / active EE | $1,213 | $3,084-60.7% | $2,914-58.4% | $4,662-74.0% |
| Participant deferral / active EE | $4,685 | $4,645+0.8% | $4,321+8.4% | $6,690-30.0% |
| Admin fee / account holder | $4,536 | $8,414-46.1% | $7,384-38.6% | $13,400-66.2% |