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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 | $10,472 | $70,366-85.1% | $66,674-84.3% | $138,895-92.5% |
| Participation rate | 71.4% | 76.2%-4.7pp | 73.7%-2.2pp | 79.9%-8.5pp |
| Annual return | 23.52% | 386.41%-362.9pp | 321.24%-297.7pp | 145.39%-121.9pp |
| Employer contribution / active EE | $1,559 | $2,765-43.6% | $2,620-40.5% | $4,194-62.8% |
| Participant deferral / active EE | $2,555 | $4,374-41.6% | $4,084-37.4% | $6,396-60.0% |
| Admin fee / account holder | $1,554 | $5,262-70.5% | $5,098-69.5% | $12,562-87.6% |