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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 | $82,909 | $169,161-51.0% | $129,295-35.9% | $145,959-43.2% |
| Participation rate | 73.7% | 76.5%-2.8pp | 69.6%+4.1pp | 80.3%-6.6pp |
| Annual return | 14.14% | 14348.07%-14333.9pp | 9429.28%-9415.1pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,407 | $5,543-74.6% | $4,157-66.1% | $4,661-69.8% |
| Participant deferral / active EE | $3,005 | $4,989-39.8% | $4,169-27.9% | $6,689-55.1% |
| Admin fee / account holder | $501 | $9,878-94.9% | $7,665-93.5% | $13,398-96.3% |