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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 | $23,505 | $88,754-73.5% | $81,820-71.3% | $145,877-83.9% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 13.64% | 1031.77%-1018.1pp | 777.93%-764.3pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,316 | $3,085-57.4% | $2,915-54.9% | $4,663-71.8% |
| Participant deferral / active EE | $4,267 | $4,648-8.2% | $4,323-1.3% | $6,691-36.2% |
| Admin fee / account holder | $1,412 | $8,424-83.2% | $7,391-80.9% | $13,402-89.5% |