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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 | $18,296 | $88,815-79.4% | $81,882-77.7% | $145,897-87.5% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 14.64% | 1033.75%-1019.1pp | 779.47%-764.8pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,011 | $3,086-34.8% | $2,916-31.0% | $4,663-56.9% |
| Participant deferral / active EE | $4,038 | $4,647-13.1% | $4,323-6.6% | $6,689-39.6% |
| Admin fee / account holder | $336 | $8,434-96.0% | $7,360-95.4% | $13,390-97.5% |