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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 | $44,776 | $88,815-49.6% | $81,882-45.3% | $145,897-69.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 12.92% | 1033.75%-1020.8pp | 779.47%-766.5pp | 552.29%-539.4pp |
| Employer contribution / active EE | $2,784 | $3,086-9.8% | $2,916-4.5% | $4,663-40.3% |
| Participant deferral / active EE | $6,906 | $4,647+48.6% | $4,323+59.8% | $6,689+3.2% |
| Admin fee / account holder | $19,500 | $8,434+131.2% | $7,360+165.0% | $13,390+45.6% |