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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 | $11,839 | $111,830-89.4% | $93,696-87.4% | $145,884-91.9% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.6pp |
| Annual return | 13.04% | 204.08%-191.0pp | 133.74%-120.7pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,249 | $3,093-59.6% | $2,422-48.4% | $4,662-73.2% |
| Participant deferral / active EE | $1,249 | $4,920-74.6% | $4,417-71.7% | $6,690-81.3% |
| Admin fee / account holder | $524 | $10,249-94.9% | $8,287-93.7% | $13,392-96.1% |