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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 | $70,275 | $162,785-56.8% | $133,959-47.5% | $158,950-55.8% |
| Participation rate | 70.6% | 83.2%-12.6pp | 79.8%-9.3pp | 82.0%-11.4pp |
| Annual return | 8.46% | 41.94%-33.5pp | 45.09%-36.6pp | 302.91%-294.4pp |
| Employer contribution / active EE | $1,138 | $4,975-77.1% | $3,919-71.0% | $4,762-76.1% |
| Participant deferral / active EE | $2,509 | $5,910-57.5% | $5,047-50.3% | $5,983-58.1% |
| Admin fee / account holder | $3,343 | $11,738-71.5% | $8,928-62.6% | $11,248-70.3% |