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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 | $26,974 | $108,942-75.2% | $100,415-73.1% | $145,897-81.5% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 11.00% | 58.27%-47.3pp | 49.47%-38.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,565 | $4,422-64.6% | $3,943-60.3% | $4,663-66.4% |
| Participant deferral / active EE | $2,394 | $8,461-71.7% | $8,091-70.4% | $6,689-64.2% |
| Admin fee / account holder | $633 | $9,702-93.5% | $7,906-92.0% | $13,390-95.3% |