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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 | $22,890 | $96,643-76.3% | $86,617-73.6% | $139,456-83.6% |
| Participation rate | 73.3% | 74.4%-1.1pp | 71.7%+1.6pp | 80.3%-7.0pp |
| Annual return | 20.78% | 106.57%-85.8pp | 591.91%-571.1pp | 373.45%-352.7pp |
| Employer contribution / active EE | $2,456 | $3,264-24.8% | $3,023-18.8% | $4,753-48.3% |
| Participant deferral / active EE | $3,244 | $4,835-32.9% | $4,437-26.9% | $6,711-51.7% |
| Admin fee / account holder | $793 | $6,406-87.6% | $5,613-85.9% | $11,407-93.0% |