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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 | $82,909 | $169,336-51.0% | $129,384-35.9% | $145,884-43.2% |
| Participation rate | 73.7% | 76.5%-2.8pp | 69.6%+4.0pp | 80.3%-6.6pp |
| Annual return | 14.14% | 14408.70%-14394.6pp | 9461.77%-9447.6pp | 551.85%-537.7pp |
| Employer contribution / active EE | $1,407 | $5,540-74.6% | $4,153-66.1% | $4,662-69.8% |
| Participant deferral / active EE | $3,005 | $4,985-39.7% | $4,166-27.9% | $6,690-55.1% |
| Admin fee / account holder | $501 | $9,912-94.9% | $7,686-93.5% | $13,392-96.3% |