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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 | $16,085 | $88,778-81.9% | $81,844-80.3% | $145,884-89.0% |
| Participation rate | 72.7% | 75.1%-2.3pp | 72.4%+0.3pp | 80.3%-7.6pp |
| Annual return | 10.07% | 1033.03%-1023.0pp | 778.87%-768.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $1,996 | $3,087-35.3% | $2,916-31.6% | $4,662-57.2% |
| Participant deferral / active EE | $2,732 | $4,648-41.2% | $4,323-36.8% | $6,690-59.2% |
| Admin fee / account holder | $1,717 | $8,430-79.6% | $7,355-76.7% | $13,392-87.2% |