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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 | $44,301 | $105,145-57.9% | $94,664-53.2% | $139,466-68.2% |
| Participation rate | 73.7% | 82.4%-8.7pp | 80.8%-7.1pp | 80.3%-6.6pp |
| Annual return | 13.52% | 38.09%-24.6pp | 156.84%-143.3pp | 373.66%-360.1pp |
| Employer contribution / active EE | $589 | $4,107-85.7% | $3,673-84.0% | $4,754-87.6% |
| Participant deferral / active EE | $6,156 | $7,599-19.0% | $7,417-17.0% | $6,712-8.3% |
| Admin fee / account holder | $21,485 | $8,972+139.5% | $7,222+197.5% | $11,409+88.3% |