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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 | $49,830 | $109,372-54.4% | $89,414-44.3% | $158,966-68.7% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.4pp | 82.0%-10.5pp |
| Annual return | 11.46% | 345.55%-334.1pp | 245.50%-234.0pp | 302.95%-291.5pp |
| Employer contribution / active EE | $984 | $3,171-69.0% | $2,586-61.9% | $4,762-79.3% |
| Participant deferral / active EE | $2,403 | $4,598-47.7% | $3,890-38.2% | $5,983-59.8% |
| Admin fee / account holder | $1,327 | $6,156-78.4% | $4,883-72.8% | $11,250-88.2% |