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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 | $20,339 | $100,895-79.8% | $90,430-77.5% | $158,950-87.2% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 24.49% | 1725.54%-1701.0pp | 1293.73%-1269.2pp | 302.91%-278.4pp |
| Employer contribution / active EE | $674 | $3,689-81.7% | $3,262-79.3% | $4,762-85.8% |
| Participant deferral / active EE | $1,497 | $4,347-65.6% | $3,963-62.2% | $5,983-75.0% |
| Admin fee / account holder | $1,990 | $6,505-69.4% | $5,613-64.5% | $11,248-82.3% |