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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 | $57,571 | $88,754-35.1% | $81,820-29.6% | $145,877-60.5% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 11.07% | 1031.77%-1020.7pp | 777.93%-766.9pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,282 | $3,085-58.5% | $2,915-56.0% | $4,663-72.5% |
| Participant deferral / active EE | $1,081 | $4,648-76.7% | $4,323-75.0% | $6,691-83.8% |
| Admin fee / account holder | $765 | $8,424-90.9% | $7,391-89.7% | $13,402-94.3% |