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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 | $51,387 | $107,368-52.1% | $92,915-44.7% | $152,909-66.4% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.5%-5.5pp |
| Annual return | 25.66% | 145.64%-120.0pp | 109.45%-83.8pp | 345.46%-319.8pp |
| Employer contribution / active EE | $796 | $4,222-81.2% | $3,653-78.2% | $4,764-83.3% |
| Participant deferral / active EE | $2,837 | $4,848-41.5% | $4,238-33.1% | $5,851-51.5% |
| Admin fee / account holder | $478 | $7,082-93.3% | $5,796-91.8% | $11,601-95.9% |