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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 | $33,267 | $234,190-85.8% | $180,320-81.6% | $198,609-83.2% |
| Participation rate | 78.9% | 77.1%+1.8pp | 71.5%+7.4pp | 82.4%-3.4pp |
| Annual return | 16.78% | 1057.44%-1040.7pp | 778.54%-761.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $2,228 | $5,258-57.6% | $4,108-45.8% | $5,055-55.9% |
| Participant deferral / active EE | $2,809 | $4,988-43.7% | $4,304-34.7% | $6,977-59.7% |
| Admin fee / account holder | $5,332 | $12,558-57.5% | $10,000-46.7% | $19,030-72.0% |