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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 | $21,183 | $103,008-79.4% | $90,304-76.5% | $152,897-86.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 22.26% | 95.22%-73.0pp | 78.13%-55.9pp | 345.43%-323.2pp |
| Employer contribution / active EE | $1,420 | $3,139-54.8% | $2,855-50.3% | $4,764-70.2% |
| Participant deferral / active EE | $3,426 | $4,281-20.0% | $3,885-11.8% | $5,851-41.5% |
| Admin fee / account holder | $2,590 | $6,175-58.1% | $5,354-51.6% | $11,599-77.7% |