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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 | $23,590 | $112,131-79.0% | $95,964-75.4% | $158,982-85.2% |
| Participation rate | 76.2% | 79.0%-2.8pp | 77.1%-0.9pp | 82.0%-5.8pp |
| Annual return | 17.44% | 171.19%-153.7pp | 91.64%-74.2pp | 302.99%-285.5pp |
| Employer contribution / active EE | $1,760 | $3,199-45.0% | $2,541-30.7% | $4,763-63.0% |
| Participant deferral / active EE | $2,867 | $4,784-40.1% | $4,167-31.2% | $5,983-52.1% |
| Admin fee / account holder | $1,305 | $10,136-87.1% | $6,797-80.8% | $11,252-88.4% |