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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 | $37,015 | $96,678-61.7% | $86,640-57.3% | $139,466-73.5% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 15.26% | 106.69%-91.4pp | 592.52%-577.3pp | 373.66%-358.4pp |
| Employer contribution / active EE | $508 | $3,265-84.4% | $3,024-83.2% | $4,754-89.3% |
| Participant deferral / active EE | $3,748 | $4,837-22.5% | $4,438-15.6% | $6,712-44.2% |
| Admin fee / account holder | $18,530 | $6,410+189.1% | $5,616+230.0% | $11,409+62.4% |