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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 | $30,859 | $211,239-85.4% | $178,528-82.7% | $145,877-78.8% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 14.18% | 30.22%-16.0pp | 27.11%-12.9pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,206 | $4,570-51.7% | $3,950-44.2% | $4,663-52.7% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,690 | $12,095-86.0% | $10,419-83.8% | $13,402-87.4% |