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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 | $59,295 | $223,823-73.5% | $211,142-71.9% | $154,746-61.7% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 17.41% | 50.39%-33.0pp | 46.84%-29.4pp | 172.34%-154.9pp |
| Employer contribution / active EE | $3,207 | $6,787-52.7% | $6,442-50.2% | $4,379-26.8% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $995 | $19,707-95.0% | $19,076-94.8% | $14,365-93.1% |