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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 | $28,978 | $116,203-75.1% | $93,621-69.0% | $152,909-81.0% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.8%-4.4pp | 82.5%-11.0pp |
| Annual return | 14.15% | 35.96%-21.8pp | 32.76%-18.6pp | 345.46%-331.3pp |
| Employer contribution / active EE | $948 | $3,219-70.5% | $2,719-65.1% | $4,764-80.1% |
| Participant deferral / active EE | $1,790 | $4,605-61.1% | $4,070-56.0% | $5,851-69.4% |
| Admin fee / account holder | $451 | $10,751-95.8% | $7,890-94.3% | $11,601-96.1% |