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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 | $14,087 | $126,113-88.8% | $116,096-87.9% | $155,188-90.9% |
| Participation rate | 71.4% | 75.1%-3.7pp | 73.3%-1.9pp | 80.8%-9.4pp |
| Annual return | 15.80% | 391.72%-375.9pp | 326.25%-310.4pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,465 | $2,672-45.2% | $2,503-41.5% | $4,248-65.5% |
| Participant deferral / active EE | $1,863 | $4,162-55.2% | $3,952-52.9% | $6,531-71.5% |
| Admin fee / account holder | $2,799 | $8,045-65.2% | $7,704-63.7% | $14,480-80.7% |