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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 | $41,696 | $150,447-72.3% | $136,298-69.4% | $147,586-71.7% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 18.13% | 1049.15%-1031.0pp | 5156.27%-5138.1pp | 578.59%-560.5pp |
| Employer contribution / active EE | $1,065 | $5,256-79.7% | $4,696-77.3% | $4,876-78.2% |
| Participant deferral / active EE | $3,762 | $6,631-43.3% | $6,247-39.8% | $5,439-30.8% |
| Admin fee / account holder | $2,073 | $10,906-81.0% | $9,244-77.6% | $10,886-81.0% |