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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 | $35,637 | $100,911-64.7% | $90,440-60.6% | $158,966-77.6% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 16.75% | 1726.62%-1709.9pp | 1294.38%-1277.6pp | 302.95%-286.2pp |
| Employer contribution / active EE | $1,798 | $3,690-51.3% | $3,263-44.9% | $4,762-62.3% |
| Participant deferral / active EE | $2,499 | $4,348-42.5% | $3,964-36.9% | $5,983-58.2% |
| Admin fee / account holder | $4,996 | $6,507-23.2% | $5,615-11.0% | $11,250-55.6% |