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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 | $24,936 | $88,710-71.9% | $81,783-69.5% | $145,959-82.9% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.4%-0.1pp | 80.3%-8.1pp |
| Annual return | 27.08% | 1027.26%-1000.2pp | 775.05%-748.0pp | 561.95%-534.9pp |
| Employer contribution / active EE | $1,131 | $3,083-63.3% | $2,913-61.2% | $4,661-75.7% |
| Participant deferral / active EE | $5,548 | $4,645+19.4% | $4,320+28.4% | $6,689-17.0% |
| Admin fee / account holder | $888 | $8,407-89.4% | $7,380-88.0% | $13,398-93.4% |