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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 | $57,678 | $115,810-50.2% | $101,271-43.0% | $158,966-63.7% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 18.42% | 56.15%-37.7pp | 46.48%-28.1pp | 302.95%-284.5pp |
| Employer contribution / active EE | $789 | $4,175-81.1% | $3,660-78.4% | $4,762-83.4% |
| Participant deferral / active EE | $3,757 | $4,958-24.2% | $4,371-14.0% | $5,983-37.2% |
| Admin fee / account holder | $600 | $7,248-91.7% | $5,948-89.9% | $11,250-94.7% |