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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 | $88,710-84.4% | $81,783-83.1% | $145,959-90.5% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 13.11% | 1027.26%-1014.1pp | 775.05%-761.9pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,000 | $3,083-35.1% | $2,913-31.3% | $4,661-57.1% |
| Participant deferral / active EE | $2,958 | $4,645-36.3% | $4,320-31.5% | $6,689-55.8% |
| Admin fee / account holder | $5,482 | $8,407-34.8% | $7,380-25.7% | $13,398-59.1% |