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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 | $41,163 | $100,895-59.2% | $90,430-54.5% | $158,950-74.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 16.94% | 1725.54%-1708.6pp | 1293.73%-1276.8pp | 302.91%-286.0pp |
| Employer contribution / active EE | $498 | $3,689-86.5% | $3,262-84.7% | $4,762-89.5% |
| Participant deferral / active EE | $1,480 | $4,347-66.0% | $3,963-62.7% | $5,983-75.3% |
| Admin fee / account holder | $1,690 | $6,505-74.0% | $5,613-69.9% | $11,248-85.0% |