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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 | $49,396 | $99,011-50.1% | $86,582-42.9% | $147,586-66.5% |
| Participation rate | 73.3% | 76.3%-3.0pp | 73.5%-0.2pp | 82.8%-9.5pp |
| Annual return | 15.98% | 1312.75%-1296.8pp | 965.08%-949.1pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,692 | $3,132-46.0% | $2,839-40.4% | $4,876-65.3% |
| Participant deferral / active EE | $3,461 | $3,972-12.9% | $3,609-4.1% | $5,439-36.4% |
| Admin fee / account holder | $4,921 | $5,709-13.8% | $4,904+0.3% | $10,886-54.8% |