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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 | $51,919 | $115,814-55.2% | $101,275-48.7% | $158,982-67.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 26.80% | 56.16%-29.4pp | 46.48%-19.7pp | 302.99%-276.2pp |
| Employer contribution / active EE | $1,813 | $4,176-56.6% | $3,660-50.5% | $4,763-61.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $830 | $7,249-88.5% | $5,948-86.0% | $11,252-92.6% |