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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 | $33,234 | $72,071-53.9% | $68,368-51.4% | $137,256-75.8% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 22.77% | 353.14%-330.4pp | 292.57%-269.8pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,648 | $2,788-40.9% | $2,649-37.8% | $4,156-60.3% |
| Participant deferral / active EE | $10,078 | $4,410+128.5% | $4,123+144.4% | $6,407+57.3% |
| Admin fee / account holder | $986 | $5,336-81.5% | $5,150-80.9% | $12,270-92.0% |