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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 | $40,043 | $157,296-74.5% | $141,191-71.6% | $152,897-73.8% |
| Participation rate | 70.8% | 84.8%-14.0pp | 82.5%-11.6pp | 82.5%-11.6pp |
| Annual return | 19.16% | 64.34%-45.2pp | 71.41%-52.3pp | 345.43%-326.3pp |
| Employer contribution / active EE | $1,731 | $5,262-67.1% | $4,736-63.4% | $4,764-63.7% |
| Participant deferral / active EE | $3,665 | $7,111-48.5% | $6,710-45.4% | $5,851-37.4% |
| Admin fee / account holder | $691 | $12,125-94.3% | $10,264-93.3% | $11,599-94.0% |