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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 | $28,750 | $127,296-77.4% | $109,907-73.8% | $167,536-82.8% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.2%+2.0pp | 82.1%-5.9pp |
| Annual return | 14.49% | 22.97%-8.5pp | 29.46%-15.0pp | 478.82%-464.3pp |
| Employer contribution / active EE | $847 | $3,325-74.5% | $2,844-70.2% | $4,839-82.5% |
| Participant deferral / active EE | $985 | $4,513-78.2% | $4,047-75.7% | $6,342-84.5% |
| Admin fee / account holder | $2,139 | $7,119-70.0% | $6,069-64.8% | $12,315-82.6% |