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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 | $32,712 | $129,737-74.8% | $119,126-72.5% | $154,746-78.9% |
| Participation rate | 71.4% | 78.9%-7.4pp | 75.8%-4.3pp | 80.7%-9.3pp |
| Annual return | 17.01% | 379.08%-362.1pp | 282.11%-265.1pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,695 | $4,375-61.2% | $4,034-58.0% | $4,379-61.3% |
| Participant deferral / active EE | $2,363 | $5,842-59.5% | $5,318-55.6% | $6,730-64.9% |
| Admin fee / account holder | $1,881 | $11,961-84.3% | $10,693-82.4% | $14,365-86.9% |