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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 | $162,136-42.4% | $152,301-38.7% | $154,746-39.7% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 54.58% | 91.02%-36.4pp | 80.50%-25.9pp | 172.34%-117.8pp |
| Employer contribution / active EE | $1,220 | $4,890-75.1% | $4,624-73.6% | $4,379-72.1% |
| Participant deferral / active EE | $2,891 | $8,341-65.3% | $8,004-63.9% | $6,730-57.0% |
| Admin fee / account holder | $349 | $15,759-97.8% | $14,398-97.6% | $14,365-97.6% |