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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 | $21,453 | $183,592-88.3% | $155,574-86.2% | $145,877-85.3% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 13.66% | 61.37%-47.7pp | 64.87%-51.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,829 | $5,317-65.6% | $4,676-60.9% | $4,663-60.8% |
| Participant deferral / active EE | $3,683 | $6,466-43.0% | $5,629-34.6% | $6,691-45.0% |
| Admin fee / account holder | $1,078 | $19,316-94.4% | $15,914-93.2% | $13,402-92.0% |