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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 | $59,100 | $201,370-70.7% | $184,256-67.9% | $145,897-59.5% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 12.37% | 29.05%-16.7pp | 28.85%-16.5pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,460 | $7,024-79.2% | $6,427-77.3% | $4,663-68.7% |
| Participant deferral / active EE | $3,817 | $9,808-61.1% | $9,133-58.2% | $6,689-42.9% |
| Admin fee / account holder | $321 | $16,364-98.0% | $13,899-97.7% | $13,390-97.6% |