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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 | $24,634 | $109,967-77.6% | $97,197-74.7% | $145,877-83.1% |
| Participation rate | 70.6% | 76.0%-5.4pp | 72.7%-2.1pp | 80.3%-9.7pp |
| Annual return | 13.21% | 244.27%-231.1pp | 75.47%-62.3pp | 551.28%-538.1pp |
| Employer contribution / active EE | $701 | $3,077-77.2% | $2,723-74.2% | $4,663-85.0% |
| Participant deferral / active EE | $1,527 | $4,676-67.3% | $4,263-64.2% | $6,691-77.2% |
| Admin fee / account holder | $485 | $6,199-92.2% | $5,637-91.4% | $13,402-96.4% |