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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 | $47,070 | $234,190-79.9% | $180,320-73.9% | $198,609-76.3% |
| Participation rate | 80.0% | 77.1%+2.9pp | 71.5%+8.5pp | 82.4%-2.4pp |
| Annual return | 2.93% | 1057.44%-1054.5pp | 778.54%-775.6pp | 202.70%-199.8pp |
| Employer contribution / active EE | $818 | $5,258-84.4% | $4,108-80.1% | $5,055-83.8% |
| Participant deferral / active EE | $2,060 | $4,988-58.7% | $4,304-52.1% | $6,977-70.5% |
| Admin fee / account holder | $499 | $12,558-96.0% | $10,000-95.0% | $19,030-97.4% |