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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 | $72,446-58.1% | $67,561-55.1% | $145,877-79.2% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 14.02% | 7211.98%-7198.0pp | 3525.44%-3511.4pp | 551.28%-537.3pp |
| Employer contribution / active EE | $429 | $3,072-86.0% | $2,735-84.3% | $4,663-90.8% |
| Participant deferral / active EE | $1,046 | $4,785-78.1% | $4,003-73.9% | $6,691-84.4% |
| Admin fee / account holder | $11,368 | $5,541+105.2% | $4,006+183.8% | $13,402-15.2% |