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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 | $27,589 | $72,403-61.9% | $67,524-59.1% | $145,978-81.1% |
| Participation rate | 70.0% | 76.9%-6.9pp | 72.9%-2.9pp | 80.3%-10.3pp |
| Annual return | 12.68% | 7197.23%-7184.5pp | 3519.41%-3506.7pp | 550.52%-537.8pp |
| Employer contribution / active EE | $5,904 | $3,072+92.2% | $2,734+115.9% | $4,662+26.6% |
| Participant deferral / active EE | $970 | $4,782-79.7% | $4,001-75.8% | $6,690-85.5% |
| Admin fee / account holder | $5,113 | $5,541-7.7% | $4,001+27.8% | $13,400-61.8% |