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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 | $26,829 | $103,008-74.0% | $90,304-70.3% | $152,897-82.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 29.19% | 95.22%-66.0pp | 78.13%-48.9pp | 345.43%-316.2pp |
| Employer contribution / active EE | $1,439 | $3,139-54.2% | $2,855-49.6% | $4,764-69.8% |
| Participant deferral / active EE | $1,798 | $4,281-58.0% | $3,885-53.7% | $5,851-69.3% |
| Admin fee / account holder | $765 | $6,175-87.6% | $5,354-85.7% | $11,599-93.4% |