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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 | $26,324 | $100,895-73.9% | $90,430-70.9% | $158,950-83.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 17.49% | 1725.54%-1708.1pp | 1293.73%-1276.2pp | 302.91%-285.4pp |
| Employer contribution / active EE | $1,532 | $3,689-58.5% | $3,262-53.0% | $4,762-67.8% |
| Participant deferral / active EE | $4,200 | $4,347-3.4% | $3,963+6.0% | $5,983-29.8% |
| Admin fee / account holder | $1,068 | $6,505-83.6% | $5,613-81.0% | $11,248-90.5% |