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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 | $39,003 | $118,708-67.1% | $98,920-60.6% | $158,966-75.5% |
| Participation rate | 78.6% | 77.8%+0.7pp | 76.0%+2.5pp | 82.0%-3.4pp |
| Annual return | 8.59% | 372.49%-363.9pp | 196.47%-187.9pp | 302.95%-294.4pp |
| Employer contribution / active EE | $563 | $3,334-83.1% | $2,689-79.1% | $4,762-88.2% |
| Participant deferral / active EE | $3,937 | $5,089-22.6% | $4,245-7.3% | $5,983-34.2% |
| Admin fee / account holder | $6,260 | $10,134-38.2% | $6,643-5.8% | $11,250-44.4% |