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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 | $30,547 | $211,239-85.5% | $178,528-82.9% | $145,877-79.1% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 12.33% | 30.22%-17.9pp | 27.11%-14.8pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,131 | $4,570-75.3% | $3,950-71.4% | $4,663-75.7% |
| Participant deferral / active EE | $2,262 | $6,963-67.5% | $6,278-64.0% | $6,691-66.2% |
| Admin fee / account holder | $931 | $12,095-92.3% | $10,419-91.1% | $13,402-93.1% |