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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 | $25,368 | $103,038-75.4% | $90,324-71.9% | $152,909-83.4% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 10.87% | 95.25%-84.4pp | 78.15%-67.3pp | 345.46%-334.6pp |
| Employer contribution / active EE | $743 | $3,141-76.3% | $2,856-74.0% | $4,764-84.4% |
| Participant deferral / active EE | $959 | $4,282-77.6% | $3,885-75.3% | $5,851-83.6% |
| Admin fee / account holder | $803 | $6,177-87.0% | $5,356-85.0% | $11,601-93.1% |