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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 | $88,702-63.3% | $81,780-60.1% | $145,978-77.7% |
| Participation rate | 70.6% | 75.0%-4.5pp | 72.4%-1.8pp | 80.3%-9.7pp |
| Annual return | 9.68% | 1029.12%-1019.4pp | 776.27%-766.6pp | 550.52%-540.8pp |
| Employer contribution / active EE | $2,401 | $3,084-22.2% | $2,914-17.6% | $4,662-48.5% |
| Participant deferral / active EE | $4,376 | $4,645-5.8% | $4,321+1.3% | $6,690-34.6% |
| Admin fee / account holder | $8,062 | $8,414-4.2% | $7,384+9.2% | $13,400-39.8% |