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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 | $23,684 | $157,304-84.9% | $141,197-83.2% | $152,909-84.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 24.39% | 64.34%-40.0pp | 71.41%-47.0pp | 345.46%-321.1pp |
| Employer contribution / active EE | $2,677 | $5,263-49.1% | $4,736-43.5% | $4,764-43.8% |
| Participant deferral / active EE | $11,101 | $7,111+56.1% | $6,710+65.4% | $5,851+89.7% |
| Admin fee / account holder | $1,237 | $12,126-89.8% | $10,265-87.9% | $11,601-89.3% |