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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 | $71,520 | $99,031-27.8% | $86,597-17.4% | $147,585-51.5% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 16.94% | 1312.56%-1295.6pp | 964.96%-948.0pp | 578.57%-561.6pp |
| Employer contribution / active EE | $2,410 | $3,132-23.0% | $2,840-15.1% | $4,876-50.6% |
| Participant deferral / active EE | $3,174 | $3,972-20.1% | $3,609-12.1% | $5,439-41.6% |
| Admin fee / account holder | $1,803 | $5,711-68.4% | $4,906-63.3% | $10,885-83.4% |