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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 | $42,413 | $157,276-73.0% | $141,177-70.0% | $152,885-72.3% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 23.25% | 64.33%-41.1pp | 71.40%-48.2pp | 345.39%-322.1pp |
| Employer contribution / active EE | $1,939 | $5,262-63.1% | $4,736-59.1% | $4,763-59.3% |
| Participant deferral / active EE | $3,365 | $7,110-52.7% | $6,710-49.8% | $5,851-42.5% |
| Admin fee / account holder | $1,573 | $12,123-87.0% | $10,263-84.7% | $11,598-86.4% |