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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 | $32,541 | $100,938-67.8% | $90,461-64.0% | $158,982-79.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 21.85% | 1727.20%-1705.4pp | 1294.76%-1272.9pp | 302.99%-281.1pp |
| Employer contribution / active EE | $1,464 | $3,691-60.4% | $3,264-55.2% | $4,763-69.3% |
| Participant deferral / active EE | $12,375 | $4,350+184.5% | $3,964+212.2% | $5,983+106.8% |
| Admin fee / account holder | $968 | $6,510-85.1% | $5,617-82.8% | $11,252-91.4% |