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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 | $23,407 | $118,708-80.3% | $98,920-76.3% | $158,982-85.3% |
| Participation rate | 73.7% | 77.8%-4.1pp | 76.0%-2.3pp | 82.0%-8.3pp |
| Annual return | 20.66% | 372.49%-351.8pp | 196.47%-175.8pp | 302.99%-282.3pp |
| Employer contribution / active EE | $1,107 | $3,334-66.8% | $2,689-58.8% | $4,763-76.8% |
| Participant deferral / active EE | $3,199 | $5,089-37.1% | $4,245-24.6% | $5,983-46.5% |
| Admin fee / account holder | $805 | $10,134-92.1% | $6,643-87.9% | $11,252-92.8% |