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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 | $13,840 | $88,815-84.4% | $81,882-83.1% | $145,897-90.5% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 13.11% | 1033.75%-1020.6pp | 779.47%-766.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,000 | $3,086-35.2% | $2,916-31.4% | $4,663-57.1% |
| Participant deferral / active EE | $2,958 | $4,647-36.3% | $4,323-31.6% | $6,689-55.8% |
| Admin fee / account holder | $5,482 | $8,434-35.0% | $7,360-25.5% | $13,390-59.1% |