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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 | $23,325 | $70,366-66.9% | $66,674-65.0% | $138,895-83.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 19.21% | 386.41%-367.2pp | 321.24%-302.0pp | 145.39%-126.2pp |
| Employer contribution / active EE | $2,319 | $2,765-16.1% | $2,620-11.5% | $4,194-44.7% |
| Participant deferral / active EE | $2,675 | $4,374-38.9% | $4,084-34.5% | $6,396-58.2% |
| Admin fee / account holder | $1,250 | $5,262-76.2% | $5,098-75.5% | $12,562-90.0% |