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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 | $51,968 | $109,863-52.7% | $98,477-47.2% | $167,518-69.0% |
| Participation rate | 72.7% | 75.8%-3.1pp | 73.3%-0.6pp | 82.1%-9.4pp |
| Annual return | 19.07% | 1958.09%-1939.0pp | 1493.59%-1474.5pp | 478.71%-459.6pp |
| Employer contribution / active EE | $1,915 | $3,225-40.6% | $2,961-35.3% | $4,838-60.4% |
| Participant deferral / active EE | $4,212 | $4,673-9.9% | $4,276-1.5% | $6,342-33.6% |
| Admin fee / account holder | $1,734 | $6,755-74.3% | $5,951-70.9% | $12,312-85.9% |