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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 | $23,375 | $95,979-75.6% | $74,551-68.6% | $135,380-82.7% |
| Participation rate | 70.0% | 75.7%-5.7pp | 69.1%+0.9pp | 82.6%-12.6pp |
| Annual return | 5.89% | 56.97%-51.1pp | 32.53%-26.6pp | 519.81%-513.9pp |
| Employer contribution / active EE | $1,352 | $2,716-50.2% | $1,961-31.1% | $4,779-71.7% |
| Participant deferral / active EE | $1,533 | $3,844-60.1% | $3,108-50.7% | $5,609-72.7% |
| Admin fee / account holder | $714 | $6,522-89.0% | $5,059-85.9% | $10,828-93.4% |