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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 | $13,399 | $76,368-82.5% | $67,681-80.2% | $154,746-91.3% |
| Participation rate | 77.8% | 79.0%-1.2pp | 73.7%+4.0pp | 80.7%-2.9pp |
| Annual return | 13.50% | 1066.77%-1053.3pp | 590.58%-577.1pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,982 | $3,151-37.1% | $2,678-26.0% | $4,379-54.7% |
| Participant deferral / active EE | $2,206 | $4,824-54.3% | $3,976-44.5% | $6,730-67.2% |
| Admin fee / account holder | $1,809 | $8,559-78.9% | $6,100-70.3% | $14,365-87.4% |