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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 | $20,645 | $107,363-80.8% | $92,909-77.8% | $152,897-86.5% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.5%-9.7pp |
| Annual return | 23.15% | 145.63%-122.5pp | 109.44%-86.3pp | 345.43%-322.3pp |
| Employer contribution / active EE | $2,084 | $4,222-50.6% | $3,653-43.0% | $4,764-56.3% |
| Participant deferral / active EE | $3,809 | $4,848-21.4% | $4,238-10.1% | $5,851-34.9% |
| Admin fee / account holder | $3,212 | $7,082-54.6% | $5,795-44.6% | $11,599-72.3% |