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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 | $42,488 | $162,529-73.9% | $130,788-67.5% | $154,746-72.5% |
| Participation rate | 70.0% | 75.9%-5.9pp | 70.1%-0.1pp | 80.7%-10.7pp |
| Annual return | 17.17% | 510.48%-493.3pp | 386.44%-369.3pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,049 | $4,447-53.9% | $3,558-42.4% | $4,379-53.2% |
| Participant deferral / active EE | $2,925 | $4,808-39.2% | $4,137-29.3% | $6,730-56.5% |
| Admin fee / account holder | $422 | $7,669-94.5% | $6,673-93.7% | $14,365-97.1% |