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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 | $31,673 | $96,678-67.2% | $86,640-63.4% | $139,466-77.3% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 11.55% | 106.69%-95.1pp | 592.52%-581.0pp | 373.66%-362.1pp |
| Employer contribution / active EE | $1,020 | $3,265-68.8% | $3,024-66.3% | $4,754-78.5% |
| Participant deferral / active EE | $1,865 | $4,837-61.4% | $4,438-58.0% | $6,712-72.2% |
| Admin fee / account holder | $2,630 | $6,410-59.0% | $5,616-53.2% | $11,409-76.9% |