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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 | $21,256 | $99,011-78.5% | $86,582-75.4% | $147,586-85.6% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 21.17% | 1312.75%-1291.6pp | 965.08%-943.9pp | 578.59%-557.4pp |
| Employer contribution / active EE | $1,282 | $3,132-59.1% | $2,839-54.8% | $4,876-73.7% |
| Participant deferral / active EE | $2,336 | $3,972-41.2% | $3,609-35.3% | $5,439-57.0% |
| Admin fee / account holder | $975 | $5,709-82.9% | $4,904-80.1% | $10,886-91.0% |