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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 | $82,660 | $225,673-63.4% | $203,872-59.5% | $155,188-46.7% |
| Participation rate | 81.8% | 80.3%+1.5pp | 77.8%+4.0pp | 80.8%+1.0pp |
| Annual return | 14.92% | 95.91%-81.0pp | 85.11%-70.2pp | 148.84%-133.9pp |
| Employer contribution / active EE | $1,512 | $4,099-63.1% | $3,757-59.8% | $4,248-64.4% |
| Participant deferral / active EE | $3,197 | $6,893-53.6% | $6,388-50.0% | $6,531-51.1% |
| Admin fee / account holder | $435 | $12,327-96.5% | $11,730-96.3% | $14,480-97.0% |