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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 | $102,595-67.8% | $94,057-64.9% | $154,746-78.7% |
| Participation rate | 76.9% | 76.0%+0.9pp | 73.3%+3.6pp | 80.7%-3.8pp |
| Annual return | 17.11% | 583.42%-566.3pp | 480.62%-463.5pp | 172.34%-155.2pp |
| Employer contribution / active EE | $639 | $3,147-79.7% | $2,933-78.2% | $4,379-85.4% |
| Participant deferral / active EE | $3,904 | $5,118-23.7% | $4,709-17.1% | $6,730-42.0% |
| Admin fee / account holder | $1,036 | $7,736-86.6% | $7,244-85.7% | $14,365-92.8% |