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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 | $24,730 | $84,149-70.6% | $76,080-67.5% | $167,536-85.2% |
| Participation rate | 72.7% | 84.9%-12.1pp | 79.4%-6.7pp | 82.1%-9.4pp |
| Annual return | 11.09% | 54.99%-43.9pp | 42.50%-31.4pp | 478.82%-467.7pp |
| Employer contribution / active EE | $1,661 | $4,618-64.0% | $3,962-58.1% | $4,839-65.7% |
| Participant deferral / active EE | $1,982 | $5,796-65.8% | $4,905-59.6% | $6,342-68.8% |
| Admin fee / account holder | $2,022 | $6,410-68.5% | $4,883-58.6% | $12,315-83.6% |