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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 | $88,754-71.9% | $81,820-69.5% | $145,877-82.9% |
| Participation rate | 72.2% | 75.1%-2.9pp | 72.4%-0.2pp | 80.3%-8.1pp |
| Annual return | 27.08% | 1031.77%-1004.7pp | 777.93%-750.8pp | 551.28%-524.2pp |
| Employer contribution / active EE | $1,131 | $3,085-63.3% | $2,915-61.2% | $4,663-75.7% |
| Participant deferral / active EE | $5,548 | $4,648+19.4% | $4,323+28.4% | $6,691-17.1% |
| Admin fee / account holder | $888 | $8,424-89.5% | $7,391-88.0% | $13,402-93.4% |