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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 | $72,071 | $115,810-37.8% | $101,271-28.8% | $158,966-54.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 8.71% | 56.15%-47.4pp | 46.48%-37.8pp | 302.95%-294.2pp |
| Employer contribution / active EE | $1,659 | $4,175-60.3% | $3,660-54.7% | $4,762-65.2% |
| Participant deferral / active EE | $10,657 | $4,958+114.9% | $4,371+143.8% | $5,983+78.1% |
| Admin fee / account holder | $543 | $7,248-92.5% | $5,948-90.9% | $11,250-95.2% |