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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 | $117,829-68.0% | $102,423-63.1% | $145,877-74.1% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 13.56% | 31.83%-18.3pp | 29.42%-15.9pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,592 | $3,615-55.9% | $3,023-47.3% | $4,663-65.9% |
| Participant deferral / active EE | $2,539 | $5,732-55.7% | $5,054-49.8% | $6,691-62.0% |
| Admin fee / account holder | $2,969 | $13,335-77.7% | $9,455-68.6% | $13,402-77.8% |