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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 | $26,669 | $99,009-73.1% | $86,581-69.2% | $147,585-81.9% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 16.11% | 1312.70%-1296.6pp | 965.06%-948.9pp | 578.58%-562.5pp |
| Employer contribution / active EE | $1,246 | $3,132-60.2% | $2,840-56.1% | $4,876-74.5% |
| Participant deferral / active EE | $2,558 | $3,972-35.6% | $3,609-29.1% | $5,439-53.0% |
| Admin fee / account holder | $359 | $5,709-93.7% | $4,904-92.7% | $10,886-96.7% |