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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 | $19,460 | $109,908-82.3% | $97,161-80.0% | $145,978-86.7% |
| Participation rate | 70.0% | 75.9%-5.9pp | 72.7%-2.7pp | 80.3%-10.3pp |
| Annual return | 9.56% | 243.80%-234.2pp | 75.36%-65.8pp | 550.52%-541.0pp |
| Employer contribution / active EE | $988 | $3,077-67.9% | $2,723-63.7% | $4,662-78.8% |
| Participant deferral / active EE | $2,595 | $4,679-44.5% | $4,265-39.2% | $6,690-61.2% |
| Admin fee / account holder | $1,035 | $6,213-83.3% | $5,647-81.7% | $13,400-92.3% |