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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 | $16,087 | $102,938-84.4% | $94,105-82.9% | $138,895-88.4% |
| Participation rate | 70.0% | 74.6%-4.6pp | 71.9%-1.9pp | 79.9%-9.9pp |
| Annual return | 23.89% | 250.28%-226.4pp | 204.55%-180.7pp | 145.39%-121.5pp |
| Employer contribution / active EE | $732 | $2,732-73.2% | $2,504-70.8% | $4,194-82.6% |
| Participant deferral / active EE | $3,695 | $4,196-12.0% | $3,881-4.8% | $6,396-42.2% |
| Admin fee / account holder | $795 | $6,600-88.0% | $6,199-87.2% | $12,562-93.7% |