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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 | $29,186 | $105,158-72.2% | $94,672-69.2% | $139,487-79.1% |
| Participation rate | 71.4% | 82.4%-10.9pp | 80.8%-9.4pp | 80.3%-8.9pp |
| Annual return | 20.09% | 38.11%-18.0pp | 156.89%-136.8pp | 373.84%-353.8pp |
| Employer contribution / active EE | $1,558 | $4,107-62.1% | $3,673-57.6% | $4,755-67.2% |
| Participant deferral / active EE | $4,214 | $7,599-44.5% | $7,417-43.2% | $6,713-37.2% |
| Admin fee / account holder | $1,245 | $8,972-86.1% | $7,222-82.8% | $11,407-89.1% |