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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 | $77,653 | $157,304-50.6% | $141,197-45.0% | $152,909-49.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 21.69% | 64.34%-42.7pp | 71.41%-49.7pp | 345.46%-323.8pp |
| Employer contribution / active EE | $1,844 | $5,263-65.0% | $4,736-61.1% | $4,764-61.3% |
| Participant deferral / active EE | $2,584 | $7,111-63.7% | $6,710-61.5% | $5,851-55.8% |
| Admin fee / account holder | $961 | $12,126-92.1% | $10,265-90.6% | $11,601-91.7% |