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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 | $57,532 | $211,288-72.8% | $178,540-67.8% | $145,884-60.6% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 14.94% | 30.27%-15.3pp | 27.15%-12.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,829 | $4,574-60.0% | $3,953-53.7% | $4,662-60.8% |
| Participant deferral / active EE | $1,874 | $6,967-73.1% | $6,281-70.2% | $6,690-72.0% |
| Admin fee / account holder | $3,152 | $12,105-74.0% | $10,424-69.8% | $13,392-76.5% |