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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 | $50,430 | $88,778-43.2% | $81,844-38.4% | $145,884-65.4% |
| Participation rate | 70.6% | 75.1%-4.5pp | 72.4%-1.8pp | 80.3%-9.7pp |
| Annual return | 11.92% | 1033.03%-1021.1pp | 778.87%-767.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,826 | $3,087-40.9% | $2,916-37.4% | $4,662-60.8% |
| Participant deferral / active EE | $6,232 | $4,648+34.1% | $4,323+44.1% | $6,690-6.8% |
| Admin fee / account holder | $3,447 | $8,430-59.1% | $7,355-53.1% | $13,392-74.3% |