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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 | $88,754-84.4% | $81,820-83.1% | $145,877-90.5% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 13.11% | 1031.77%-1018.7pp | 777.93%-764.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,000 | $3,085-35.2% | $2,915-31.4% | $4,663-57.1% |
| Participant deferral / active EE | $2,958 | $4,648-36.4% | $4,323-31.6% | $6,691-55.8% |
| Admin fee / account holder | $5,482 | $8,424-34.9% | $7,391-25.8% | $13,402-59.1% |