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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 | $23,903 | $154,209-84.5% | $130,062-81.6% | $139,487-82.9% |
| Participation rate | 73.9% | 82.0%-8.1pp | 78.5%-4.6pp | 80.3%-6.4pp |
| Annual return | 24.50% | 32.52%-8.0pp | -137.37%+161.9pp | 373.84%-349.3pp |
| Employer contribution / active EE | $1,575 | $5,292-70.2% | $4,322-63.6% | $4,755-66.9% |
| Participant deferral / active EE | $4,044 | $6,709-39.7% | $5,821-30.5% | $6,713-39.8% |
| Admin fee / account holder | $468 | $13,988-96.7% | $10,601-95.6% | $11,407-95.9% |