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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 | $17,876 | $126,113-85.8% | $116,096-84.6% | $155,188-88.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 73.3%+1.7pp | 80.8%-5.8pp |
| Annual return | 12.97% | 391.72%-378.7pp | 326.25%-313.3pp | 148.84%-135.9pp |
| Employer contribution / active EE | $525 | $2,672-80.3% | $2,503-79.0% | $4,248-87.6% |
| Participant deferral / active EE | $935 | $4,162-77.5% | $3,952-76.3% | $6,531-85.7% |
| Admin fee / account holder | $34,028 | $8,045+323.0% | $7,704+341.7% | $14,480+135.0% |