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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 | $44,170 | $100,911-56.2% | $90,440-51.2% | $158,966-72.2% |
| Participation rate | 70.6% | 75.0%-4.4pp | 72.7%-2.1pp | 82.0%-11.4pp |
| Annual return | 16.94% | 1726.62%-1709.7pp | 1294.38%-1277.4pp | 302.95%-286.0pp |
| Employer contribution / active EE | $2,119 | $3,690-42.6% | $3,263-35.0% | $4,762-55.5% |
| Participant deferral / active EE | $3,979 | $4,348-8.5% | $3,964+0.4% | $5,983-33.5% |
| Admin fee / account holder | $708 | $6,507-89.1% | $5,615-87.4% | $11,250-93.7% |