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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 | $46,099 | $88,778-48.1% | $81,844-43.7% | $145,884-68.4% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 14.62% | 1033.03%-1018.4pp | 778.87%-764.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,826 | $3,087-8.5% | $2,916-3.1% | $4,662-39.4% |
| Participant deferral / active EE | $3,591 | $4,648-22.8% | $4,323-16.9% | $6,690-46.3% |
| Admin fee / account holder | $779 | $8,430-90.8% | $7,355-89.4% | $13,392-94.2% |