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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 | $45,954 | $108,897-57.8% | $100,378-54.2% | $145,877-68.5% |
| Participation rate | 77.3% | 83.0%-5.7pp | 81.5%-4.2pp | 80.3%-3.0pp |
| Annual return | 14.79% | 58.17%-43.4pp | 49.41%-34.6pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,520 | $4,420-65.6% | $3,942-61.4% | $4,663-67.4% |
| Participant deferral / active EE | $2,431 | $8,455-71.2% | $8,087-69.9% | $6,691-63.7% |
| Admin fee / account holder | $4,721 | $9,690-51.3% | $7,899-40.2% | $13,402-64.8% |