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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 | $30,566 | $104,694-70.8% | $85,709-64.3% | $167,536-81.8% |
| Participation rate | 71.4% | 76.4%-4.9pp | 69.9%+1.6pp | 82.1%-10.7pp |
| Annual return | 10.19% | 21.45%-11.3pp | 21.49%-11.3pp | 478.82%-468.6pp |
| Employer contribution / active EE | $1,348 | $3,337-59.6% | $2,619-48.5% | $4,839-72.1% |
| Participant deferral / active EE | $2,393 | $4,826-50.4% | $3,924-39.0% | $6,342-62.3% |
| Admin fee / account holder | $4,098 | $10,035-59.2% | $6,876-40.4% | $12,315-66.7% |