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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 | $24,863 | $72,465-65.7% | $67,575-63.2% | $145,884-83.0% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 12.82% | 7222.56%-7209.7pp | 3528.98%-3516.2pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,067 | $3,074-65.3% | $2,736-61.0% | $4,662-77.1% |
| Participant deferral / active EE | $1,607 | $4,786-66.4% | $4,003-59.9% | $6,690-76.0% |
| Admin fee / account holder | $3,065 | $5,515-44.4% | $3,993-23.3% | $13,392-77.1% |