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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 | $39,933 | $113,338-64.8% | $94,993-58.0% | $147,586-72.9% |
| Participation rate | 71.4% | 78.0%-6.5pp | 73.9%-2.5pp | 82.8%-11.4pp |
| Annual return | 10.43% | 20.80%-10.4pp | 27.14%-16.7pp | 578.59%-568.2pp |
| Employer contribution / active EE | $842 | $3,160-73.4% | $2,603-67.7% | $4,876-82.7% |
| Participant deferral / active EE | $1,780 | $3,777-52.9% | $3,317-46.3% | $5,439-67.3% |
| Admin fee / account holder | $20,453 | $6,063+237.4% | $4,960+312.3% | $10,886+87.9% |