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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 | $28,713 | $217,427-86.8% | $185,837-84.5% | $167,518-82.9% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 13.76% | 148.39%-134.6pp | 122.08%-108.3pp | 478.71%-464.9pp |
| Employer contribution / active EE | $3,454 | $5,874-41.2% | $5,168-33.2% | $4,838-28.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,574 | $19,816-92.1% | $16,241-90.3% | $12,312-87.2% |