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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 | $60,783 | $88,778-31.5% | $81,844-25.7% | $145,884-58.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 17.86% | 1033.03%-1015.2pp | 778.87%-761.0pp | 551.85%-534.0pp |
| Employer contribution / active EE | $3,542 | $3,087+14.7% | $2,916+21.5% | $4,662-24.0% |
| Participant deferral / active EE | $14,877 | $4,648+220.1% | $4,323+244.1% | $6,690+122.4% |
| Admin fee / account holder | $2,623 | $8,430-68.9% | $7,355-64.3% | $13,392-80.4% |