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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 | $13,666 | $88,710-84.6% | $81,783-83.3% | $145,959-90.6% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 20.30% | 1027.26%-1007.0pp | 775.05%-754.8pp | 561.95%-541.7pp |
| Employer contribution / active EE | $992 | $3,083-67.8% | $2,913-66.0% | $4,661-78.7% |
| Participant deferral / active EE | $3,524 | $4,645-24.1% | $4,320-18.4% | $6,689-47.3% |
| Admin fee / account holder | $2,302 | $8,407-72.6% | $7,380-68.8% | $13,398-82.8% |