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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 | $33,013 | $70,366-53.1% | $66,674-50.5% | $138,895-76.2% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.7%+3.2pp | 79.9%-3.0pp |
| Annual return | 17.11% | 386.41%-369.3pp | 321.24%-304.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $639 | $2,765-76.9% | $2,620-75.6% | $4,194-84.8% |
| Participant deferral / active EE | $3,904 | $4,374-10.7% | $4,084-4.4% | $6,396-39.0% |
| Admin fee / account holder | $1,036 | $5,262-80.3% | $5,098-79.7% | $12,562-91.8% |