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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 | $29,461 | $88,815-66.8% | $81,882-64.0% | $145,897-79.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 16.92% | 1033.75%-1016.8pp | 779.47%-762.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $628 | $3,086-79.6% | $2,916-78.5% | $4,663-86.5% |
| Participant deferral / active EE | $2,270 | $4,647-51.2% | $4,323-47.5% | $6,689-66.1% |
| Admin fee / account holder | $1,946 | $8,434-76.9% | $7,360-73.6% | $13,390-85.5% |