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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 | $53,136 | $127,296-58.3% | $109,907-51.7% | $167,536-68.3% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.2%-2.8pp | 82.1%-10.7pp |
| Annual return | 11.54% | 22.97%-11.4pp | 29.46%-17.9pp | 478.82%-467.3pp |
| Employer contribution / active EE | $706 | $3,325-78.8% | $2,844-75.2% | $4,839-85.4% |
| Participant deferral / active EE | $1,517 | $4,513-66.4% | $4,047-62.5% | $6,342-76.1% |
| Admin fee / account holder | $11,204 | $7,119+57.4% | $6,069+84.6% | $12,315-9.0% |