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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 | $30,329 | $72,426-58.1% | $67,560-55.1% | $145,897-79.2% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 14.02% | 7226.78%-7212.8pp | 3533.50%-3519.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $429 | $3,074-86.0% | $2,737-84.3% | $4,663-90.8% |
| Participant deferral / active EE | $1,046 | $4,785-78.2% | $4,004-73.9% | $6,689-84.4% |
| Admin fee / account holder | $11,368 | $5,514+106.2% | $3,994+184.6% | $13,390-15.1% |