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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 | $88,778-59.0% | $81,844-55.5% | $145,884-75.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 15.34% | 1033.03%-1017.7pp | 778.87%-763.5pp | 551.85%-536.5pp |
| Employer contribution / active EE | $1,213 | $3,087-60.7% | $2,916-58.4% | $4,662-74.0% |
| Participant deferral / active EE | $4,685 | $4,648+0.8% | $4,323+8.4% | $6,690-30.0% |
| Admin fee / account holder | $4,536 | $8,430-46.2% | $7,355-38.3% | $13,392-66.1% |