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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 | $32,592 | $88,778-63.3% | $81,844-60.2% | $145,884-77.7% |
| Participation rate | 70.6% | 75.1%-4.5pp | 72.4%-1.8pp | 80.3%-9.7pp |
| Annual return | 9.68% | 1033.03%-1023.3pp | 778.87%-769.2pp | 551.85%-542.2pp |
| Employer contribution / active EE | $2,401 | $3,087-22.2% | $2,916-17.7% | $4,662-48.5% |
| Participant deferral / active EE | $4,376 | $4,648-5.9% | $4,323+1.2% | $6,690-34.6% |
| Admin fee / account holder | $8,062 | $8,430-4.4% | $7,355+9.6% | $13,392-39.8% |