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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 | $47,794 | $88,754-46.1% | $81,820-41.6% | $145,877-67.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 19.38% | 1031.77%-1012.4pp | 777.93%-758.6pp | 551.28%-531.9pp |
| Employer contribution / active EE | $1,544 | $3,085-50.0% | $2,915-47.0% | $4,663-66.9% |
| Participant deferral / active EE | $5,906 | $4,648+27.1% | $4,323+36.6% | $6,691-11.7% |
| Admin fee / account holder | $7,101 | $8,424-15.7% | $7,391-3.9% | $13,402-47.0% |