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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 | $71,851 | $157,276-54.3% | $141,177-49.1% | $152,885-53.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 23.70% | 64.33%-40.6pp | 71.40%-47.7pp | 345.39%-321.7pp |
| Employer contribution / active EE | $1,246 | $5,262-76.3% | $4,736-73.7% | $4,763-73.8% |
| Participant deferral / active EE | $5,422 | $7,110-23.7% | $6,710-19.2% | $5,851-7.3% |
| Admin fee / account holder | $431 | $12,123-96.4% | $10,263-95.8% | $11,598-96.3% |