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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 | $31,862 | $125,237-74.6% | $105,608-69.8% | $145,877-78.2% |
| Participation rate | 73.3% | 77.7%-4.3pp | 75.3%-2.0pp | 80.3%-7.0pp |
| Annual return | 15.10% | 225.76%-210.7pp | 116.50%-101.4pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,754 | $3,720-52.9% | $3,167-44.6% | $4,663-62.4% |
| Participant deferral / active EE | $4,596 | $5,711-19.5% | $5,010-8.3% | $6,691-31.3% |
| Admin fee / account holder | $2,705 | $17,287-84.4% | $11,028-75.5% | $13,402-79.8% |