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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 | $61,083 | $115,814-47.3% | $101,275-39.7% | $158,982-61.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 35.75% | 56.16%-20.4pp | 46.48%-10.7pp | 302.99%-267.2pp |
| Employer contribution / active EE | $1,727 | $4,176-58.6% | $3,660-52.8% | $4,763-63.7% |
| Participant deferral / active EE | $7,795 | $4,958+57.2% | $4,371+78.4% | $5,983+30.3% |
| Admin fee / account holder | $1,000 | $7,249-86.2% | $5,948-83.2% | $11,252-91.1% |