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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 | $49,870 | $177,353-71.9% | $158,226-68.5% | $198,609-74.9% |
| Participation rate | 70.0% | 77.0%-7.0pp | 74.8%-4.8pp | 82.4%-12.4pp |
| Annual return | 17.41% | 599.50%-582.1pp | 501.41%-484.0pp | 202.70%-185.3pp |
| Employer contribution / active EE | $1,219 | $3,239-62.4% | $2,986-59.2% | $5,055-75.9% |
| Participant deferral / active EE | $2,776 | $4,615-39.8% | $4,317-35.7% | $6,977-60.2% |
| Admin fee / account holder | $4,500 | $10,960-58.9% | $10,217-56.0% | $19,030-76.4% |