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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 | $43,679 | $162,821-73.2% | $133,978-67.4% | $158,982-72.5% |
| Participation rate | 72.2% | 83.2%-11.0pp | 79.8%-7.6pp | 82.0%-9.7pp |
| Annual return | 7.48% | 41.95%-34.5pp | 45.10%-37.6pp | 302.99%-295.5pp |
| Employer contribution / active EE | $1,115 | $4,976-77.6% | $3,919-71.6% | $4,763-76.6% |
| Participant deferral / active EE | $2,648 | $5,910-55.2% | $5,047-47.5% | $5,983-55.7% |
| Admin fee / account holder | $1,406 | $11,742-88.0% | $8,930-84.3% | $11,252-87.5% |