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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 | $24,259 | $76,368-68.2% | $67,681-64.2% | $154,746-84.3% |
| Participation rate | 72.7% | 79.0%-6.2pp | 73.7%-1.0pp | 80.7%-8.0pp |
| Annual return | 13.05% | 1066.77%-1053.7pp | 590.58%-577.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,885 | $3,151-40.2% | $2,678-29.6% | $4,379-57.0% |
| Participant deferral / active EE | $2,495 | $4,824-48.3% | $3,976-37.2% | $6,730-62.9% |
| Admin fee / account holder | $4,549 | $8,559-46.9% | $6,100-25.4% | $14,365-68.3% |