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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 | $82,883 | $109,872-24.6% | $98,483-15.8% | $167,536-50.5% |
| Participation rate | 70.0% | 75.8%-5.8pp | 73.3%-3.3pp | 82.1%-12.1pp |
| Annual return | 12.47% | 1959.31%-1946.8pp | 1494.38%-1481.9pp | 478.82%-466.3pp |
| Employer contribution / active EE | $1,819 | $3,225-43.6% | $2,961-38.6% | $4,839-62.4% |
| Participant deferral / active EE | $5,609 | $4,673+20.0% | $4,276+31.2% | $6,342-11.6% |
| Admin fee / account holder | $2,872 | $6,757-57.5% | $5,953-51.8% | $12,315-76.7% |