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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 | $56,587 | $157,304-64.0% | $141,197-59.9% | $152,909-63.0% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 24.51% | 64.34%-39.8pp | 71.41%-46.9pp | 345.46%-321.0pp |
| Employer contribution / active EE | $1,126 | $5,263-78.6% | $4,736-76.2% | $4,764-76.4% |
| Participant deferral / active EE | $2,957 | $7,111-58.4% | $6,710-55.9% | $5,851-49.5% |
| Admin fee / account holder | $421 | $12,126-96.5% | $10,265-95.9% | $11,601-96.4% |