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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 | $108,942-57.8% | $100,415-54.2% | $145,897-68.5% |
| Participation rate | 77.3% | 83.0%-5.7pp | 81.5%-4.2pp | 80.3%-3.0pp |
| Annual return | 14.79% | 58.27%-43.5pp | 49.47%-34.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,520 | $4,422-65.6% | $3,943-61.5% | $4,663-67.4% |
| Participant deferral / active EE | $2,431 | $8,461-71.3% | $8,091-70.0% | $6,689-63.7% |
| Admin fee / account holder | $4,721 | $9,702-51.3% | $7,906-40.3% | $13,390-64.7% |