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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 | $38,573 | $134,817-71.4% | $123,973-68.9% | $155,188-75.1% |
| Participation rate | 70.6% | 79.4%-8.8pp | 76.7%-6.1pp | 80.8%-10.2pp |
| Annual return | 18.33% | 515.49%-497.2pp | 388.13%-369.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $1,853 | $4,425-58.1% | $4,126-55.1% | $4,248-56.4% |
| Participant deferral / active EE | $4,409 | $5,706-22.7% | $5,247-16.0% | $6,531-32.5% |
| Admin fee / account holder | $362 | $13,245-97.3% | $11,799-96.9% | $14,480-97.5% |