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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 | $31,887 | $176,688-82.0% | $130,660-75.6% | $152,897-79.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.5%-7.5pp |
| Annual return | 9.06% | 2693.08%-2684.0pp | 1709.29%-1700.2pp | 345.43%-336.4pp |
| Employer contribution / active EE | $1,974 | $5,743-65.6% | $4,092-51.8% | $4,764-58.6% |
| Participant deferral / active EE | $921 | $4,362-78.9% | $3,603-74.4% | $5,851-84.3% |
| Admin fee / account holder | $543 | $7,131-92.4% | $5,463-90.1% | $11,599-95.3% |