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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 | $16,676 | $88,702-81.2% | $81,780-79.6% | $145,978-88.6% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 10.08% | 1029.12%-1019.0pp | 776.27%-766.2pp | 550.52%-540.4pp |
| Employer contribution / active EE | $741 | $3,084-76.0% | $2,914-74.6% | $4,662-84.1% |
| Participant deferral / active EE | $2,028 | $4,645-56.3% | $4,321-53.1% | $6,690-69.7% |
| Admin fee / account holder | $1,331 | $8,414-84.2% | $7,384-82.0% | $13,400-90.1% |