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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 | $32,716 | $100,938-67.6% | $90,461-63.8% | $158,982-79.4% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 12.28% | 1727.20%-1714.9pp | 1294.76%-1282.5pp | 302.99%-290.7pp |
| Employer contribution / active EE | $396 | $3,691-89.3% | $3,264-87.9% | $4,763-91.7% |
| Participant deferral / active EE | $2,098 | $4,350-51.8% | $3,964-47.1% | $5,983-64.9% |
| Admin fee / account holder | $4,108 | $6,510-36.9% | $5,617-26.9% | $11,252-63.5% |