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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 | $24,668 | $97,732-74.8% | $83,831-70.6% | $135,380-81.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | 11.23% | 1287.56%-1276.3pp | 850.99%-839.8pp | 519.81%-508.6pp |
| Employer contribution / active EE | $1,199 | $4,222-71.6% | $3,631-67.0% | $4,779-74.9% |
| Participant deferral / active EE | $2,830 | $4,683-39.6% | $4,082-30.7% | $5,609-49.5% |
| Admin fee / account holder | $746 | $6,675-88.8% | $5,479-86.4% | $10,828-93.1% |