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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 | $25,891 | $96,388-73.1% | $80,627-67.9% | $139,466-81.4% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 31.03% | 1352.08%-1321.1pp | 936.76%-905.7pp | 373.66%-342.6pp |
| Employer contribution / active EE | $1,662 | $3,260-49.0% | $2,723-38.9% | $4,754-65.0% |
| Participant deferral / active EE | $2,384 | $5,224-54.4% | $4,443-46.3% | $6,712-64.5% |
| Admin fee / account holder | $1,583 | $6,603-76.0% | $5,381-70.6% | $11,409-86.1% |