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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 | $21,465 | $65,434-67.2% | $98,483-78.2% | $85,847-75.0% |
| Participation rate | 89.1% | 65.0%+24.1pp | 73.3%+15.7pp | 69.3%+19.8pp |
| Annual return | 18.18% | 21.75%-3.6pp | 1494.38%-1476.2pp | 318.61%-300.4pp |
| Employer contribution / active EE | $956 | $2,169-55.9% | $2,961-67.7% | $2,565-62.7% |
| Participant deferral / active EE | $1,161 | $3,168-63.3% | $4,276-72.8% | $3,952-70.6% |
| Admin fee / account holder | $1,290 | $4,595-71.9% | $5,953-78.3% | $6,261-79.4% |