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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 | $20,319 | $111,785-81.8% | $93,669-78.3% | $145,877-86.1% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.6pp |
| Annual return | 12.76% | 203.79%-191.0pp | 133.59%-120.8pp | 551.28%-538.5pp |
| Employer contribution / active EE | $805 | $3,096-74.0% | $2,424-66.8% | $4,663-82.7% |
| Participant deferral / active EE | $1,880 | $4,919-61.8% | $4,416-57.4% | $6,691-71.9% |
| Admin fee / account holder | $514 | $10,256-95.0% | $8,291-93.8% | $13,402-96.2% |