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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 | $21,628 | $73,546-70.6% | $63,018-65.7% | $147,586-85.3% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.8%-2.1pp | 82.8%-10.1pp |
| Annual return | 15.61% | 175.56%-159.9pp | 87.62%-72.0pp | 578.59%-563.0pp |
| Employer contribution / active EE | $816 | $3,324-75.4% | $2,761-70.4% | $4,876-83.3% |
| Participant deferral / active EE | $879 | $4,185-79.0% | $3,330-73.6% | $5,439-83.8% |
| Admin fee / account holder | $1,028 | $5,956-82.7% | $3,601-71.4% | $10,886-90.6% |