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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 | $5,735 | $88,702-93.5% | $81,780-93.0% | $145,978-96.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 15.02% | 1029.12%-1014.1pp | 776.27%-761.2pp | 550.52%-535.5pp |
| Employer contribution / active EE | $943 | $3,084-69.4% | $2,914-67.6% | $4,662-79.8% |
| Participant deferral / active EE | $1,081 | $4,645-76.7% | $4,321-75.0% | $6,690-83.8% |
| Admin fee / account holder | $434 | $8,414-94.8% | $7,384-94.1% | $13,400-96.8% |