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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 | $14,517 | $88,710-83.6% | $81,783-82.2% | $145,959-90.1% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.4%-0.9pp | 80.3%-8.9pp |
| Annual return | 14.39% | 1027.26%-1012.9pp | 775.05%-760.7pp | 561.95%-547.6pp |
| Employer contribution / active EE | $1,848 | $3,083-40.1% | $2,913-36.5% | $4,661-60.3% |
| Participant deferral / active EE | $2,225 | $4,645-52.1% | $4,320-48.5% | $6,689-66.7% |
| Admin fee / account holder | $1,103 | $8,407-86.9% | $7,380-85.1% | $13,398-91.8% |