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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 | $42,894 | $175,259-75.5% | $149,723-71.4% | $139,487-69.2% |
| Participation rate | 77.3% | 83.4%-6.1pp | 78.8%-1.5pp | 80.3%-3.1pp |
| Annual return | 16.86% | 166.82%-150.0pp | 134.50%-117.6pp | 373.84%-357.0pp |
| Employer contribution / active EE | $2,033 | $5,478-62.9% | $4,821-57.8% | $4,755-57.2% |
| Participant deferral / active EE | $4,091 | $6,522-37.3% | $5,682-28.0% | $6,713-39.1% |
| Admin fee / account holder | $608 | $16,158-96.2% | $13,215-95.4% | $11,407-94.7% |