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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 | $43,147 | $109,905-60.7% | $98,506-56.2% | $167,553-74.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 19.34% | 1960.20%-1940.9pp | 1494.92%-1475.6pp | 478.89%-459.6pp |
| Employer contribution / active EE | $1,072 | $3,226-66.8% | $2,961-63.8% | $4,840-77.9% |
| Participant deferral / active EE | $1,968 | $4,674-57.9% | $4,277-54.0% | $6,343-69.0% |
| Admin fee / account holder | $370 | $6,760-94.5% | $5,955-93.8% | $12,316-97.0% |