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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 | $40,777 | $102,696-60.3% | $86,235-52.7% | $139,487-70.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 10.65% | 1925.91%-1915.3pp | 1170.03%-1159.4pp | 373.84%-363.2pp |
| Employer contribution / active EE | $962 | $3,034-68.3% | $2,381-59.6% | $4,755-79.8% |
| Participant deferral / active EE | $1,964 | $4,679-58.0% | $3,987-50.8% | $6,713-70.7% |
| Admin fee / account holder | $4,847 | $8,667-44.1% | $6,856-29.3% | $11,407-57.5% |