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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 | $88,778-35.2% | $81,844-29.7% | $145,884-60.5% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 11.07% | 1033.03%-1022.0pp | 778.87%-767.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,282 | $3,087-58.5% | $2,916-56.0% | $4,662-72.5% |
| Participant deferral / active EE | $1,081 | $4,648-76.7% | $4,323-75.0% | $6,690-83.8% |
| Admin fee / account holder | $765 | $8,430-90.9% | $7,355-89.6% | $13,392-94.3% |