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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 | $28,355 | $118,877-76.1% | $96,570-70.6% | $167,536-83.1% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.8%+0.2pp | 82.1%-12.1pp |
| Annual return | 12.54% | 50.50%-38.0pp | 37.79%-25.2pp | 478.82%-466.3pp |
| Employer contribution / active EE | $526 | $3,121-83.1% | $2,357-77.7% | $4,839-89.1% |
| Participant deferral / active EE | $2,023 | $4,617-56.2% | $3,849-47.5% | $6,342-68.1% |
| Admin fee / account holder | $809 | $8,069-90.0% | $6,182-86.9% | $12,315-93.4% |