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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 | $40,556 | $157,304-74.2% | $141,197-71.3% | $152,909-73.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 18.40% | 64.34%-45.9pp | 71.41%-53.0pp | 345.46%-327.1pp |
| Employer contribution / active EE | $2,543 | $5,263-51.7% | $4,736-46.3% | $4,764-46.6% |
| Participant deferral / active EE | $10,657 | $7,111+49.9% | $6,710+58.8% | $5,851+82.1% |
| Admin fee / account holder | $583 | $12,126-95.2% | $10,265-94.3% | $11,601-95.0% |