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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 | $43,708 | $183,627-76.2% | $155,602-71.9% | $145,978-70.1% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 16.45% | 61.32%-44.9pp | 64.81%-48.4pp | 550.52%-534.1pp |
| Employer contribution / active EE | $1,081 | $5,316-79.7% | $4,675-76.9% | $4,662-76.8% |
| Participant deferral / active EE | $5,135 | $6,466-20.6% | $5,629-8.8% | $6,690-23.2% |
| Admin fee / account holder | $849 | $19,327-95.6% | $15,923-94.7% | $13,400-93.7% |