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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 | $17,655 | $180,749-90.2% | $160,784-89.0% | $137,256-87.1% |
| Participation rate | 77.8% | 80.0%-2.2pp | 77.0%+0.8pp | 80.0%-2.2pp |
| Annual return | 17.96% | 2234.46%-2216.5pp | 1803.92%-1786.0pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,161 | $4,155-72.1% | $3,733-68.9% | $4,156-72.1% |
| Participant deferral / active EE | $2,985 | $6,844-56.4% | $6,293-52.6% | $6,407-53.4% |
| Admin fee / account holder | $1,994 | $10,397-80.8% | $9,717-79.5% | $12,270-83.8% |