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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 | $14,674 | $108,911-86.5% | $100,392-85.4% | $145,884-89.9% |
| Participation rate | 73.3% | 83.0%-9.6pp | 81.5%-8.2pp | 80.3%-7.0pp |
| Annual return | 20.69% | 58.23%-37.5pp | 49.45%-28.8pp | 551.85%-531.2pp |
| Employer contribution / active EE | $1,607 | $4,420-63.6% | $3,941-59.2% | $4,662-65.5% |
| Participant deferral / active EE | $2,826 | $8,459-66.6% | $8,090-65.1% | $6,690-57.8% |
| Admin fee / account holder | $1,780 | $9,698-81.6% | $7,904-77.5% | $13,392-86.7% |