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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 | $24,075 | $111,535-78.4% | $105,223-77.1% | $137,256-82.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 16.69% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,480 | $3,939-62.4% | $3,689-59.9% | $4,156-64.4% |
| Participant deferral / active EE | $2,885 | $5,500-47.5% | $5,072-43.1% | $6,407-55.0% |
| Admin fee / account holder | $3,327 | $9,721-65.8% | $8,859-62.4% | $12,270-72.9% |