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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 | $61,460 | $157,304-60.9% | $141,197-56.5% | $152,909-59.8% |
| Participation rate | 79.2% | 84.8%-5.7pp | 82.5%-3.3pp | 82.5%-3.3pp |
| Annual return | 22.08% | 64.34%-42.3pp | 71.41%-49.3pp | 345.46%-323.4pp |
| Employer contribution / active EE | $1,795 | $5,263-65.9% | $4,736-62.1% | $4,764-62.3% |
| Participant deferral / active EE | $2,864 | $7,111-59.7% | $6,710-57.3% | $5,851-51.1% |
| Admin fee / account holder | $423 | $12,126-96.5% | $10,265-95.9% | $11,601-96.4% |