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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 | $125,778-88.8% | $114,563-87.7% | $154,746-90.9% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.9%-1.5pp | 80.7%-9.3pp |
| Annual return | 15.80% | 295.14%-279.3pp | 241.09%-225.3pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,465 | $2,806-47.8% | $2,592-43.5% | $4,379-66.5% |
| Participant deferral / active EE | $1,863 | $4,445-58.1% | $4,142-55.0% | $6,730-72.3% |
| Admin fee / account holder | $2,799 | $8,190-65.8% | $7,623-63.3% | $14,365-80.5% |