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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 | $111,785-76.0% | $93,669-71.4% | $145,877-81.6% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.6pp |
| Annual return | 11.10% | 203.79%-192.7pp | 133.59%-122.5pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,596 | $3,096-48.4% | $2,424-34.1% | $4,663-65.8% |
| Participant deferral / active EE | $3,341 | $4,919-32.1% | $4,416-24.3% | $6,691-50.1% |
| Admin fee / account holder | $1,674 | $10,256-83.7% | $8,291-79.8% | $13,402-87.5% |