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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 | $30,969 | $174,379-82.2% | $152,093-79.6% | $138,895-77.7% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 14.79% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $1,134 | $4,652-75.6% | $4,175-72.8% | $4,194-73.0% |
| Participant deferral / active EE | $1,707 | $6,159-72.3% | $5,451-68.7% | $6,396-73.3% |
| Admin fee / account holder | $7,237 | $16,880-57.1% | $14,497-50.1% | $12,562-42.4% |