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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 | $54,614 | $150,346-63.7% | $120,524-54.7% | $145,877-62.6% |
| Participation rate | 70.0% | 78.8%-8.8pp | 71.9%-1.9pp | 80.3%-10.3pp |
| Annual return | 13.73% | 154.40%-140.7pp | 107.36%-93.6pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,047 | $4,353-76.0% | $3,469-69.8% | $4,663-77.6% |
| Participant deferral / active EE | $2,589 | $6,172-58.1% | $4,994-48.2% | $6,691-61.3% |
| Admin fee / account holder | $851 | $12,215-93.0% | $9,440-91.0% | $13,402-93.6% |