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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 | $157,304-54.3% | $141,197-49.1% | $152,909-53.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 23.70% | 64.34%-40.6pp | 71.41%-47.7pp | 345.46%-321.8pp |
| Employer contribution / active EE | $1,246 | $5,263-76.3% | $4,736-73.7% | $4,764-73.8% |
| Participant deferral / active EE | $5,422 | $7,111-23.8% | $6,710-19.2% | $5,851-7.3% |
| Admin fee / account holder | $431 | $12,126-96.4% | $10,265-95.8% | $11,601-96.3% |