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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 | $17,077 | $180,749-90.6% | $160,784-89.4% | $137,256-87.6% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 18.60% | 2234.46%-2215.9pp | 1803.92%-1785.3pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,527 | $4,155-39.2% | $3,733-32.3% | $4,156-39.2% |
| Participant deferral / active EE | $3,129 | $6,844-54.3% | $6,293-50.3% | $6,407-51.2% |
| Admin fee / account holder | $2,505 | $10,397-75.9% | $9,717-74.2% | $12,270-79.6% |