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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 | $26,833 | $111,878-76.0% | $93,727-71.4% | $145,897-81.6% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.6pp |
| Annual return | 11.10% | 204.28%-193.2pp | 133.83%-122.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,596 | $3,092-48.4% | $2,421-34.1% | $4,663-65.8% |
| Participant deferral / active EE | $3,341 | $4,920-32.1% | $4,417-24.4% | $6,689-50.0% |
| Admin fee / account holder | $1,674 | $10,256-83.7% | $8,292-79.8% | $13,390-87.5% |