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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 | $27,780 | $115,810-76.0% | $101,271-72.6% | $158,966-82.5% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 27.04% | 56.15%-29.1pp | 46.48%-19.4pp | 302.95%-275.9pp |
| Employer contribution / active EE | $983 | $4,175-76.5% | $3,660-73.2% | $4,762-79.4% |
| Participant deferral / active EE | $3,173 | $4,958-36.0% | $4,371-27.4% | $5,983-47.0% |
| Admin fee / account holder | $432 | $7,248-94.0% | $5,948-92.7% | $11,250-96.2% |