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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 | $16,769 | $138,102-87.9% | $125,381-86.6% | $134,532-87.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 3.38% | 750.73%-747.3pp | 572.31%-568.9pp | 418.27%-414.9pp |
| Employer contribution / active EE | $2,222 | $5,245-57.6% | $4,815-53.9% | $4,741-53.1% |
| Participant deferral / active EE | $4,286 | $7,801-45.1% | $7,448-42.4% | $6,401-33.0% |
| Admin fee / account holder | $395 | $11,568-96.6% | $10,007-96.1% | $11,429-96.5% |