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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 | $45,532 | $107,368-57.6% | $92,915-51.0% | $152,909-70.2% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 26.27% | 145.64%-119.4pp | 109.45%-83.2pp | 345.46%-319.2pp |
| Employer contribution / active EE | $1,347 | $4,222-68.1% | $3,653-63.1% | $4,764-71.7% |
| Participant deferral / active EE | $4,112 | $4,848-15.2% | $4,238-3.0% | $5,851-29.7% |
| Admin fee / account holder | $618 | $7,082-91.3% | $5,796-89.3% | $11,601-94.7% |