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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 | $33,362 | $118,877-71.9% | $96,570-65.5% | $167,536-80.1% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.8%+0.2pp | 82.1%-12.1pp |
| Annual return | 14.51% | 50.50%-36.0pp | 37.79%-23.3pp | 478.82%-464.3pp |
| Employer contribution / active EE | $1,895 | $3,121-39.3% | $2,357-19.6% | $4,839-60.8% |
| Participant deferral / active EE | $3,680 | $4,617-20.3% | $3,849-4.4% | $6,342-42.0% |
| Admin fee / account holder | $618 | $8,069-92.3% | $6,182-90.0% | $12,315-95.0% |