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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 | $28,889 | $90,486-68.1% | $78,676-63.3% | $273,972-89.5% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 9.32% | 75.62%-66.3pp | 62.19%-52.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $1,223 | $3,175-61.5% | $2,850-57.1% | $4,869-74.9% |
| Participant deferral / active EE | $1,735 | $3,901-55.5% | $3,517-50.7% | $5,287-67.2% |
| Admin fee / account holder | $997 | $5,263-81.1% | $4,510-77.9% | $10,133-90.2% |