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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 | $35,059 | $114,093-69.3% | $96,171-63.5% | $167,536-79.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 21.93% | 190.00%-168.1pp | 192.04%-170.1pp | 478.82%-456.9pp |
| Employer contribution / active EE | $1,157 | $3,429-66.3% | $2,799-58.7% | $4,839-76.1% |
| Participant deferral / active EE | $2,125 | $5,197-59.1% | $4,350-51.2% | $6,342-66.5% |
| Admin fee / account holder | $502 | $6,899-92.7% | $5,538-90.9% | $12,315-95.9% |