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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 | $41,163 | $100,938-59.2% | $90,461-54.5% | $158,982-74.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 16.94% | 1727.20%-1710.3pp | 1294.76%-1277.8pp | 302.99%-286.0pp |
| Employer contribution / active EE | $498 | $3,691-86.5% | $3,264-84.7% | $4,763-89.5% |
| Participant deferral / active EE | $1,480 | $4,350-66.0% | $3,964-62.7% | $5,983-75.3% |
| Admin fee / account holder | $1,690 | $6,510-74.0% | $5,617-69.9% | $11,252-85.0% |