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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 | $23,325 | $72,071-67.6% | $68,368-65.9% | $137,256-83.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 19.21% | 353.14%-333.9pp | 292.57%-273.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,319 | $2,788-16.8% | $2,649-12.4% | $4,156-44.2% |
| Participant deferral / active EE | $2,675 | $4,410-39.3% | $4,123-35.1% | $6,407-58.3% |
| Admin fee / account holder | $1,250 | $5,336-76.6% | $5,150-75.7% | $12,270-89.8% |