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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 | $32,643 | $69,248-52.9% | $64,101-49.1% | $139,466-76.6% |
| Participation rate | 70.6% | 75.6%-5.0pp | 72.3%-1.7pp | 80.3%-9.7pp |
| Annual return | 15.32% | 45.95%-30.6pp | 33.72%-18.4pp | 373.66%-358.3pp |
| Employer contribution / active EE | $759 | $3,185-76.2% | $2,749-72.4% | $4,754-84.0% |
| Participant deferral / active EE | $3,438 | $4,682-26.6% | $3,881-11.4% | $6,712-48.8% |
| Admin fee / account holder | $2,516 | $4,247-40.8% | $3,070-18.1% | $11,409-77.9% |