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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 | $45,415 | $98,240-53.8% | $82,312-44.8% | $147,586-69.2% |
| Participation rate | 76.9% | 79.7%-2.8pp | 76.9%0pp | 82.8%-5.9pp |
| Annual return | 53.32% | 30.85%+22.5pp | 25.88%+27.4pp | 578.59%-525.3pp |
| Employer contribution / active EE | $1,131 | $3,192-64.6% | $2,428-53.4% | $4,876-76.8% |
| Participant deferral / active EE | $2,184 | $4,383-50.2% | $3,706-41.1% | $5,439-59.8% |
| Admin fee / account holder | $786 | $8,563-90.8% | $5,608-86.0% | $10,886-92.8% |