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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 | $29,052 | $77,157-62.3% | $108,405-73.2% | $85,847-66.2% |
| Participation rate | 74.7% | 74.7%0pp | 80.1%-5.5pp | 69.3%+5.4pp |
| Annual return | 19.44% | 44.55%-25.1pp | 905.55%-886.1pp | 318.61%-299.2pp |
| Employer contribution / active EE | $2,024 | $2,379-14.9% | $3,559-43.1% | $2,565-21.1% |
| Participant deferral / active EE | $3,028 | $5,567-45.6% | $6,563-53.9% | $3,952-23.4% |
| Admin fee / account holder | $331 | $5,174-93.6% | $7,297-95.5% | $6,261-94.7% |