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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 | $43,976 | $211,239-79.2% | $178,528-75.4% | $145,877-69.9% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 15.75% | 30.22%-14.5pp | 27.11%-11.4pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,462 | $4,570-68.0% | $3,950-63.0% | $4,663-68.6% |
| Participant deferral / active EE | $4,581 | $6,963-34.2% | $6,278-27.0% | $6,691-31.5% |
| Admin fee / account holder | $324 | $12,095-97.3% | $10,419-96.9% | $13,402-97.6% |