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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 | $26,466 | $117,829-77.5% | $102,423-74.2% | $145,877-81.9% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 18.21% | 31.83%-13.6pp | 29.42%-11.2pp | 551.28%-533.1pp |
| Employer contribution / active EE | $1,690 | $3,615-53.2% | $3,023-44.1% | $4,663-63.8% |
| Participant deferral / active EE | $3,220 | $5,732-43.8% | $5,054-36.3% | $6,691-51.9% |
| Admin fee / account holder | $1,243 | $13,335-90.7% | $9,455-86.8% | $13,402-90.7% |