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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 | $36,892 | $129,737-71.6% | $119,126-69.0% | $154,746-76.2% |
| Participation rate | 72.7% | 78.9%-6.1pp | 75.8%-3.0pp | 80.7%-8.0pp |
| Annual return | 14.72% | 379.08%-364.4pp | 282.11%-267.4pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,577 | $4,375-63.9% | $4,034-60.9% | $4,379-64.0% |
| Participant deferral / active EE | $2,934 | $5,842-49.8% | $5,318-44.8% | $6,730-56.4% |
| Admin fee / account holder | $5,097 | $11,961-57.4% | $10,693-52.3% | $14,365-64.5% |