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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 | $49,021 | $108,911-55.0% | $100,392-51.2% | $145,884-66.4% |
| Participation rate | 73.9% | 83.0%-9.1pp | 81.5%-7.6pp | 80.3%-6.4pp |
| Annual return | 14.77% | 58.23%-43.5pp | 49.45%-34.7pp | 551.85%-537.1pp |
| Employer contribution / active EE | $927 | $4,420-79.0% | $3,941-76.5% | $4,662-80.1% |
| Participant deferral / active EE | $5,351 | $8,459-36.7% | $8,090-33.9% | $6,690-20.0% |
| Admin fee / account holder | $572 | $9,698-94.1% | $7,904-92.8% | $13,392-95.7% |