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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 | $93,371 | $155,555-40.0% | $146,866-36.4% | $155,188-39.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 54.58% | 115.41%-60.8pp | 102.85%-48.3pp | 148.84%-94.3pp |
| Employer contribution / active EE | $1,220 | $4,647-73.7% | $4,425-72.4% | $4,248-71.3% |
| Participant deferral / active EE | $2,891 | $8,044-64.1% | $7,759-62.7% | $6,531-55.7% |
| Admin fee / account holder | $349 | $14,755-97.6% | $13,620-97.4% | $14,480-97.6% |