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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 | $18,424 | $100,938-81.7% | $90,461-79.6% | $158,982-88.4% |
| Participation rate | 73.9% | 75.0%-1.1pp | 72.7%+1.2pp | 82.0%-8.1pp |
| Annual return | 6.07% | 1727.20%-1721.1pp | 1294.76%-1288.7pp | 302.99%-296.9pp |
| Employer contribution / active EE | $2,174 | $3,691-41.1% | $3,264-33.4% | $4,763-54.4% |
| Participant deferral / active EE | $1,102 | $4,350-74.7% | $3,964-72.2% | $5,983-81.6% |
| Admin fee / account holder | $3,095 | $6,510-52.5% | $5,617-44.9% | $11,252-72.5% |