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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 | $37,757 | $117,895-68.0% | $102,460-63.1% | $145,897-74.1% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 13.56% | 31.92%-18.4pp | 29.47%-15.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,592 | $3,619-56.0% | $3,025-47.4% | $4,663-65.8% |
| Participant deferral / active EE | $2,539 | $5,736-55.7% | $5,056-49.8% | $6,689-62.0% |
| Admin fee / account holder | $2,969 | $13,353-77.8% | $9,460-68.6% | $13,390-77.8% |