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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 | $29,748 | $110,337-73.0% | $102,383-70.9% | $145,877-79.6% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 15.35% | 24.83%-9.5pp | 24.94%-9.6pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,420 | $4,216-66.3% | $3,870-63.3% | $4,663-69.5% |
| Participant deferral / active EE | $2,879 | $5,621-48.8% | $5,060-43.1% | $6,691-57.0% |
| Admin fee / account holder | $920 | $9,750-90.6% | $8,391-89.0% | $13,402-93.1% |