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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 | $29,843 | $183,592-83.7% | $155,574-80.8% | $145,877-79.5% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 14.33% | 61.37%-47.0pp | 64.87%-50.5pp | 551.28%-537.0pp |
| Employer contribution / active EE | $1,426 | $5,317-73.2% | $4,676-69.5% | $4,663-69.4% |
| Participant deferral / active EE | $3,452 | $6,466-46.6% | $5,629-38.7% | $6,691-48.4% |
| Admin fee / account holder | $445 | $19,316-97.7% | $15,914-97.2% | $13,402-96.7% |