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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 | $44,428 | $110,410-59.8% | $102,437-56.6% | $145,897-69.5% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 14.27% | 24.85%-10.6pp | 24.95%-10.7pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,321 | $4,217-68.7% | $3,871-65.9% | $4,663-71.7% |
| Participant deferral / active EE | $8,747 | $5,622+55.6% | $5,060+72.9% | $6,689+30.8% |
| Admin fee / account holder | $686 | $9,745-93.0% | $8,388-91.8% | $13,390-94.9% |