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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 | $34,961 | $124,330-71.9% | $109,173-68.0% | $167,536-79.1% |
| Participation rate | 71.4% | 79.5%-8.0pp | 75.9%-4.5pp | 82.1%-10.7pp |
| Annual return | 10.98% | 26.04%-15.1pp | 25.75%-14.8pp | 478.82%-467.8pp |
| Employer contribution / active EE | $916 | $4,209-78.2% | $3,723-75.4% | $4,839-81.1% |
| Participant deferral / active EE | $2,111 | $5,256-59.8% | $4,654-54.6% | $6,342-66.7% |
| Admin fee / account holder | $1,360 | $7,974-83.0% | $6,755-79.9% | $12,315-89.0% |