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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 | $25,691 | $118,708-78.4% | $98,920-74.0% | $158,982-83.8% |
| Participation rate | 72.7% | 77.8%-5.1pp | 76.0%-3.3pp | 82.0%-9.2pp |
| Annual return | 13.69% | 372.49%-358.8pp | 196.47%-182.8pp | 302.99%-289.3pp |
| Employer contribution / active EE | $1,073 | $3,334-67.8% | $2,689-60.1% | $4,763-77.5% |
| Participant deferral / active EE | $2,431 | $5,089-52.2% | $4,245-42.7% | $5,983-59.4% |
| Admin fee / account holder | $334 | $10,134-96.7% | $6,643-95.0% | $11,252-97.0% |