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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 | $71,795 | $211,224-66.0% | $178,505-59.8% | $145,897-50.8% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 11.37% | 30.28%-18.9pp | 27.16%-15.8pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,281 | $4,577-72.0% | $3,955-67.6% | $4,663-72.5% |
| Participant deferral / active EE | $6,369 | $6,966-8.6% | $6,280+1.4% | $6,689-4.8% |
| Admin fee / account holder | $5,190 | $12,109-57.1% | $10,428-50.2% | $13,390-61.2% |