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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 | $26,370 | $102,595-74.3% | $94,057-72.0% | $154,746-83.0% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 18.15% | 583.42%-565.3pp | 480.62%-462.5pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,778 | $3,147-43.5% | $2,933-39.4% | $4,379-59.4% |
| Participant deferral / active EE | $3,925 | $5,118-23.3% | $4,709-16.6% | $6,730-41.7% |
| Admin fee / account holder | $6,601 | $7,736-14.7% | $7,244-8.9% | $14,365-54.1% |