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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 | $76,647 | $88,778-13.7% | $81,844-6.3% | $145,884-47.5% |
| Participation rate | 70.8% | 75.1%-4.2pp | 72.4%-1.5pp | 80.3%-9.5pp |
| Annual return | 16.47% | 1033.03%-1016.6pp | 778.87%-762.4pp | 551.85%-535.4pp |
| Employer contribution / active EE | $1,443 | $3,087-53.3% | $2,916-50.5% | $4,662-69.0% |
| Participant deferral / active EE | $3,071 | $4,648-33.9% | $4,323-29.0% | $6,690-54.1% |
| Admin fee / account holder | $352 | $8,430-95.8% | $7,355-95.2% | $13,392-97.4% |