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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 | $69,757 | $165,939-58.0% | $122,354-43.0% | $147,585-52.7% |
| Participation rate | 71.4% | 79.6%-8.1pp | 71.6%-0.2pp | 82.8%-11.4pp |
| Annual return | 16.73% | 34.56%-17.8pp | 30.28%-13.6pp | 578.58%-561.9pp |
| Employer contribution / active EE | $357 | $5,754-93.8% | $4,051-91.2% | $4,876-92.7% |
| Participant deferral / active EE | $7,162 | $4,005+78.8% | $3,287+117.9% | $5,439+31.7% |
| Admin fee / account holder | $1,000 | $7,425-86.5% | $5,479-81.8% | $10,886-90.8% |