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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 | $40,124 | $142,430-71.8% | $115,170-65.2% | $152,885-73.8% |
| Participation rate | 71.4% | 82.4%-10.9pp | 75.9%-4.5pp | 82.5%-11.0pp |
| Annual return | 29.32% | 41.48%-12.2pp | 35.60%-6.3pp | 345.39%-316.1pp |
| Employer contribution / active EE | $1,448 | $4,011-63.9% | $3,179-54.5% | $4,763-69.6% |
| Participant deferral / active EE | $2,360 | $5,165-54.3% | $4,169-43.4% | $5,851-59.7% |
| Admin fee / account holder | $1,212 | $8,464-85.7% | $7,089-82.9% | $11,598-89.6% |