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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 | $50,986 | $88,754-42.6% | $81,820-37.7% | $145,877-65.0% |
| Participation rate | 70.0% | 75.1%-5.1pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 17.94% | 1031.77%-1013.8pp | 777.93%-760.0pp | 551.28%-533.3pp |
| Employer contribution / active EE | $3,500 | $3,085+13.4% | $2,915+20.1% | $4,663-24.9% |
| Participant deferral / active EE | $5,087 | $4,648+9.5% | $4,323+17.7% | $6,691-24.0% |
| Admin fee / account holder | $354 | $8,424-95.8% | $7,391-95.2% | $13,402-97.4% |