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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 | $25,511 | $124,351-79.5% | $109,188-76.6% | $167,553-84.8% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 13.41% | 26.04%-12.6pp | 25.76%-12.3pp | 478.89%-465.5pp |
| Employer contribution / active EE | $1,436 | $4,210-65.9% | $3,723-61.4% | $4,840-70.3% |
| Participant deferral / active EE | $3,033 | $5,257-42.3% | $4,654-34.8% | $6,343-52.2% |
| Admin fee / account holder | $1,785 | $7,975-77.6% | $6,755-73.6% | $12,316-85.5% |