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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 | $70,744 | $99,009-28.5% | $86,581-18.3% | $147,585-52.1% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 14.26% | 1312.70%-1298.4pp | 965.06%-950.8pp | 578.58%-564.3pp |
| Employer contribution / active EE | $1,186 | $3,132-62.1% | $2,840-58.2% | $4,876-75.7% |
| Participant deferral / active EE | $1,769 | $3,972-55.5% | $3,609-51.0% | $5,439-67.5% |
| Admin fee / account holder | $1,199 | $5,709-79.0% | $4,904-75.5% | $10,886-89.0% |