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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 | $24,579 | $103,000-76.1% | $90,300-72.8% | $152,885-83.9% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.5%-12.5pp |
| Annual return | 18.84% | 95.19%-76.4pp | 78.11%-59.3pp | 345.39%-326.5pp |
| Employer contribution / active EE | $1,867 | $3,138-40.5% | $2,854-34.6% | $4,763-60.8% |
| Participant deferral / active EE | $1,822 | $4,281-57.4% | $3,884-53.1% | $5,851-68.9% |
| Admin fee / account holder | $670 | $6,173-89.1% | $5,353-87.5% | $11,598-94.2% |