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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 | $17,529 | $107,363-83.7% | $92,909-81.1% | $152,897-88.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 24.92% | 145.63%-120.7pp | 109.44%-84.5pp | 345.43%-320.5pp |
| Employer contribution / active EE | $1,385 | $4,222-67.2% | $3,653-62.1% | $4,764-70.9% |
| Participant deferral / active EE | $2,856 | $4,848-41.1% | $4,238-32.6% | $5,851-51.2% |
| Admin fee / account holder | $321 | $7,082-95.5% | $5,795-94.5% | $11,599-97.2% |