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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 | $3,386 | $72,071-95.3% | $68,368-95.0% | $137,256-97.5% |
| Participation rate | 70.8% | 76.2%-5.4pp | 73.8%-2.9pp | 80.0%-9.1pp |
| Annual return | 13.21% | 353.14%-339.9pp | 292.57%-279.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $766 | $2,788-72.5% | $2,649-71.1% | $4,156-81.6% |
| Participant deferral / active EE | $1,428 | $4,410-67.6% | $4,123-65.4% | $6,407-77.7% |
| Admin fee / account holder | $1,144 | $5,336-78.6% | $5,150-77.8% | $12,270-90.7% |