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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 | $40,167 | $156,970-74.4% | $121,210-66.9% | $139,487-71.2% |
| Participation rate | 72.7% | 76.5%-3.8pp | 69.5%+3.2pp | 80.3%-7.6pp |
| Annual return | 20.27% | 1477.10%-1456.8pp | 987.41%-967.1pp | 373.84%-353.6pp |
| Employer contribution / active EE | $617 | $5,546-88.9% | $4,171-85.2% | $4,755-87.0% |
| Participant deferral / active EE | $3,782 | $4,849-22.0% | $4,084-7.4% | $6,713-43.7% |
| Admin fee / account holder | $1,974 | $6,947-71.6% | $5,647-65.1% | $11,407-82.7% |