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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 | $23,878 | $165,912-85.6% | $122,342-80.5% | $147,585-83.8% |
| Participation rate | 76.9% | 79.6%-2.7pp | 71.6%+5.3pp | 82.8%-5.9pp |
| Annual return | 13.47% | 34.55%-21.1pp | 30.28%-16.8pp | 578.57%-565.1pp |
| Employer contribution / active EE | $1,779 | $5,754-69.1% | $4,051-56.1% | $4,876-63.5% |
| Participant deferral / active EE | $3,134 | $4,005-21.8% | $3,287-4.7% | $5,439-42.4% |
| Admin fee / account holder | $2,981 | $7,424-59.9% | $5,478-45.6% | $10,885-72.6% |