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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 | $22,872 | $109,411-79.1% | $89,435-74.4% | $158,982-85.6% |
| Participation rate | 72.7% | 74.3%-1.5pp | 68.0%+4.7pp | 82.0%-9.2pp |
| Annual return | 11.91% | 345.68%-333.8pp | 245.55%-233.6pp | 302.99%-291.1pp |
| Employer contribution / active EE | $940 | $3,173-70.4% | $2,587-63.7% | $4,763-80.3% |
| Participant deferral / active EE | $1,459 | $4,600-68.3% | $3,890-62.5% | $5,983-75.6% |
| Admin fee / account holder | $3,217 | $6,159-47.8% | $4,884-34.1% | $11,252-71.4% |