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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 | $38,009 | $118,708-68.0% | $98,920-61.6% | $158,966-76.1% |
| Participation rate | 72.7% | 77.8%-5.1pp | 76.0%-3.3pp | 82.0%-9.2pp |
| Annual return | 14.58% | 372.49%-357.9pp | 196.47%-181.9pp | 302.95%-288.4pp |
| Employer contribution / active EE | $1,857 | $3,334-44.3% | $2,689-30.9% | $4,762-61.0% |
| Participant deferral / active EE | $4,480 | $5,089-12.0% | $4,245+5.5% | $5,983-25.1% |
| Admin fee / account holder | $1,224 | $10,134-87.9% | $6,643-81.6% | $11,250-89.1% |