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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 | $24,000 | $165,381-85.5% | $149,730-84.0% | $158,966-84.9% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 31.62% | 348.29%-316.7pp | 276.70%-245.1pp | 302.95%-271.3pp |
| Employer contribution / active EE | $1,703 | $5,104-66.6% | $4,645-63.3% | $4,762-64.2% |
| Participant deferral / active EE | $5,572 | $7,182-22.4% | $6,843-18.6% | $5,983-6.9% |
| Admin fee / account holder | $426 | $10,809-96.1% | $9,310-95.4% | $11,250-96.2% |