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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 | $35,695 | $183,627-80.6% | $155,602-77.1% | $145,978-75.5% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 11.09% | 61.32%-50.2pp | 64.81%-53.7pp | 550.52%-539.4pp |
| Employer contribution / active EE | $1,790 | $5,316-66.3% | $4,675-61.7% | $4,662-61.6% |
| Participant deferral / active EE | $2,255 | $6,466-65.1% | $5,629-59.9% | $6,690-66.3% |
| Admin fee / account holder | $4,335 | $19,327-77.6% | $15,923-72.8% | $13,400-67.7% |