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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 | $49,764 | $112,112-55.6% | $95,956-48.1% | $158,950-68.7% |
| Participation rate | 70.0% | 79.0%-9.0pp | 77.1%-7.1pp | 82.0%-12.0pp |
| Annual return | 9.56% | 171.15%-161.6pp | 91.63%-82.1pp | 302.91%-293.3pp |
| Employer contribution / active EE | $1,003 | $3,199-68.7% | $2,541-60.5% | $4,762-78.9% |
| Participant deferral / active EE | $4,010 | $4,784-16.2% | $4,167-3.7% | $5,983-33.0% |
| Admin fee / account holder | $7,849 | $10,134-22.5% | $6,797+15.5% | $11,248-30.2% |