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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 | $14,204 | $100,262-85.8% | $81,370-82.5% | $145,897-90.3% |
| Participation rate | 71.4% | 74.3%-2.9pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 13.19% | 34.52%-21.3pp | 24.85%-11.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $824 | $2,979-72.3% | $2,464-66.6% | $4,663-82.3% |
| Participant deferral / active EE | $1,785 | $4,612-61.3% | $3,885-54.1% | $6,689-73.3% |
| Admin fee / account holder | $344 | $8,163-95.8% | $5,749-94.0% | $13,390-97.4% |