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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 | $34,217 | $100,805-66.1% | $86,698-60.5% | $134,532-74.6% |
| Participation rate | 77.8% | 79.0%-1.2pp | 76.6%+1.2pp | 81.2%-3.5pp |
| Annual return | 7.42% | 29.09%-21.7pp | 35.95%-28.5pp | 418.27%-410.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,933 | $5,339-63.8% | $4,656-58.5% | $6,401-69.8% |
| Admin fee / account holder | $6,000 | $10,925-45.1% | $7,493-19.9% | $11,429-47.5% |