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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 | $20,260 | $88,754-77.2% | $81,820-75.2% | $145,877-86.1% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 11.80% | 1031.77%-1020.0pp | 777.93%-766.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $2,666 | $3,085-13.6% | $2,915-8.5% | $4,663-42.8% |
| Participant deferral / active EE | $5,191 | $4,648+11.7% | $4,323+20.1% | $6,691-22.4% |
| Admin fee / account holder | $9,298 | $8,424+10.4% | $7,391+25.8% | $13,402-30.6% |