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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 | $37,773 | $105,864-64.3% | $90,162-58.1% | $147,585-74.4% |
| Participation rate | 72.7% | 79.7%-7.0pp | 76.9%-4.1pp | 82.8%-10.1pp |
| Annual return | 18.16% | 37.63%-19.5pp | 34.88%-16.7pp | 578.56%-560.4pp |
| Employer contribution / active EE | $2,028 | $4,126-50.8% | $3,318-38.9% | $4,876-58.4% |
| Participant deferral / active EE | $3,897 | $5,733-32.0% | $5,287-26.3% | $5,439-28.3% |
| Admin fee / account holder | $758 | $8,046-90.6% | $5,943-87.2% | $10,885-93.0% |