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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 | $20,979 | $134,817-84.4% | $123,973-83.1% | $155,188-86.5% |
| Participation rate | 73.9% | 79.4%-5.5pp | 76.7%-2.7pp | 80.8%-6.9pp |
| Annual return | 15.01% | 515.49%-500.5pp | 388.13%-373.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $2,066 | $4,425-53.3% | $4,126-49.9% | $4,248-51.4% |
| Participant deferral / active EE | $2,633 | $5,706-53.8% | $5,247-49.8% | $6,531-59.7% |
| Admin fee / account holder | $642 | $13,245-95.2% | $11,799-94.6% | $14,480-95.6% |