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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 | $41,192 | $107,368-61.6% | $92,915-55.7% | $152,909-73.1% |
| Participation rate | 73.3% | 79.8%-6.5pp | 76.0%-2.7pp | 82.5%-9.1pp |
| Annual return | 18.44% | 145.64%-127.2pp | 109.45%-91.0pp | 345.46%-327.0pp |
| Employer contribution / active EE | $1,692 | $4,222-59.9% | $3,653-53.7% | $4,764-64.5% |
| Participant deferral / active EE | $3,777 | $4,848-22.1% | $4,238-10.9% | $5,851-35.5% |
| Admin fee / account holder | $955 | $7,082-86.5% | $5,796-83.5% | $11,601-91.8% |