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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 | $31,718 | $109,411-71.0% | $89,435-64.5% | $158,982-80.0% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 11.11% | 345.68%-334.6pp | 245.55%-234.4pp | 302.99%-291.9pp |
| Employer contribution / active EE | $481 | $3,173-84.8% | $2,587-81.4% | $4,763-89.9% |
| Participant deferral / active EE | $2,677 | $4,600-41.8% | $3,890-31.2% | $5,983-55.3% |
| Admin fee / account holder | $3,367 | $6,159-45.3% | $4,884-31.1% | $11,252-70.1% |