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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 | $211,288-85.4% | $178,540-82.7% | $145,884-78.8% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 14.18% | 30.27%-16.1pp | 27.15%-13.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $2,206 | $4,574-51.8% | $3,953-44.2% | $4,662-52.7% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,690 | $12,105-86.0% | $10,424-83.8% | $13,392-87.4% |