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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 | $20,784 | $102,595-79.7% | $94,057-77.9% | $154,746-86.6% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 80.7%+1.1pp |
| Annual return | 19.48% | 583.42%-563.9pp | 480.62%-461.1pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,269 | $3,147-59.7% | $2,933-56.7% | $4,379-71.0% |
| Participant deferral / active EE | $4,280 | $5,118-16.4% | $4,709-9.1% | $6,730-36.4% |
| Admin fee / account holder | $1,779 | $7,736-77.0% | $7,244-75.4% | $14,365-87.6% |