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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 | $75,889 | $211,224-64.1% | $178,505-57.5% | $145,897-48.0% |
| Participation rate | 73.7% | 80.8%-7.1pp | 77.1%-3.4pp | 80.3%-6.6pp |
| Annual return | 13.64% | 30.28%-16.6pp | 27.16%-13.5pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,654 | $4,577-63.9% | $3,955-58.2% | $4,663-64.5% |
| Participant deferral / active EE | $2,585 | $6,966-62.9% | $6,280-58.8% | $6,689-61.3% |
| Admin fee / account holder | $1,257 | $12,109-89.6% | $10,428-87.9% | $13,390-90.6% |