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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 | $88,815-84.6% | $81,882-83.3% | $145,897-90.6% |
| Participation rate | 70.0% | 75.1%-5.1pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 20.30% | 1033.75%-1013.5pp | 779.47%-759.2pp | 552.29%-532.0pp |
| Employer contribution / active EE | $992 | $3,086-67.9% | $2,916-66.0% | $4,663-78.7% |
| Participant deferral / active EE | $3,524 | $4,647-24.2% | $4,323-18.5% | $6,689-47.3% |
| Admin fee / account holder | $2,302 | $8,434-72.7% | $7,360-68.7% | $13,390-82.8% |