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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 | $26,640 | $100,938-73.6% | $90,461-70.6% | $158,982-83.2% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 19.57% | 1727.20%-1707.6pp | 1294.76%-1275.2pp | 302.99%-283.4pp |
| Employer contribution / active EE | $1,804 | $3,691-51.1% | $3,264-44.7% | $4,763-62.1% |
| Participant deferral / active EE | $2,068 | $4,350-52.5% | $3,964-47.8% | $5,983-65.4% |
| Admin fee / account holder | $445 | $6,510-93.2% | $5,617-92.1% | $11,252-96.0% |