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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 | $9,346 | $100,938-90.7% | $90,461-89.7% | $158,982-94.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 26.98% | 1727.20%-1700.2pp | 1294.76%-1267.8pp | 302.99%-276.0pp |
| Employer contribution / active EE | $2,438 | $3,691-33.9% | $3,264-25.3% | $4,763-48.8% |
| Participant deferral / active EE | $3,064 | $4,350-29.6% | $3,964-22.7% | $5,983-48.8% |
| Admin fee / account holder | $705 | $6,510-89.2% | $5,617-87.4% | $11,252-93.7% |