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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 | $39,489 | $65,423-39.6% | $98,477-59.9% | $85,856-54.0% |
| Participation rate | 89.5% | 65.0%+24.5pp | 73.3%+16.1pp | 69.3%+20.2pp |
| Annual return | 15.24% | 21.76%-6.5pp | 1493.59%-1478.4pp | 318.58%-303.3pp |
| Employer contribution / active EE | $923 | $2,168-57.4% | $2,961-68.8% | $2,565-64.0% |
| Participant deferral / active EE | $2,641 | $3,167-16.6% | $4,276-38.2% | $3,952-33.2% |
| Admin fee / account holder | $1,410 | $4,594-69.3% | $5,951-76.3% | $6,261-77.5% |