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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 | $47,570 | $148,623-68.0% | $135,974-65.0% | $139,466-65.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 17.86% | 79.30%-61.4pp | 68.30%-50.4pp | 373.66%-355.8pp |
| Employer contribution / active EE | $1,681 | $5,246-68.0% | $4,859-65.4% | $4,754-64.6% |
| Participant deferral / active EE | $3,810 | $8,103-53.0% | $7,760-50.9% | $6,712-43.2% |
| Admin fee / account holder | $734 | $12,406-94.1% | $10,767-93.2% | $11,409-93.6% |