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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 | $74,755 | $157,276-52.5% | $141,177-47.0% | $152,885-51.1% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 29.30% | 64.33%-35.0pp | 71.40%-42.1pp | 345.39%-316.1pp |
| Employer contribution / active EE | $1,068 | $5,262-79.7% | $4,736-77.5% | $4,763-77.6% |
| Participant deferral / active EE | $8,664 | $7,110+21.9% | $6,710+29.1% | $5,851+48.1% |
| Admin fee / account holder | $7,969 | $12,123-34.3% | $10,263-22.4% | $11,598-31.3% |