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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 | $50,893 | $102,595-50.4% | $94,057-45.9% | $154,746-67.1% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 80.7%-10.7pp |
| Annual return | 11.25% | 583.42%-572.2pp | 480.62%-469.4pp | 172.34%-161.1pp |
| Employer contribution / active EE | $621 | $3,147-80.3% | $2,933-78.8% | $4,379-85.8% |
| Participant deferral / active EE | $4,657 | $5,118-9.0% | $4,709-1.1% | $6,730-30.8% |
| Admin fee / account holder | $2,051 | $7,736-73.5% | $7,244-71.7% | $14,365-85.7% |