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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 | $20,363 | $100,911-79.8% | $90,440-77.5% | $158,966-87.2% |
| Participation rate | 70.6% | 75.0%-4.4pp | 72.7%-2.1pp | 82.0%-11.4pp |
| Annual return | 22.12% | 1726.62%-1704.5pp | 1294.38%-1272.3pp | 302.95%-280.8pp |
| Employer contribution / active EE | $1,311 | $3,690-64.5% | $3,263-59.8% | $4,762-72.5% |
| Participant deferral / active EE | $2,584 | $4,348-40.6% | $3,964-34.8% | $5,983-56.8% |
| Admin fee / account holder | $864 | $6,507-86.7% | $5,615-84.6% | $11,250-92.3% |