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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 | $79,148 | $105,158-24.7% | $94,672-16.4% | $139,487-43.3% |
| Participation rate | 73.3% | 82.4%-9.0pp | 80.8%-7.5pp | 80.3%-7.0pp |
| Annual return | 15.51% | 38.11%-22.6pp | 156.89%-141.4pp | 373.84%-358.3pp |
| Employer contribution / active EE | $1,486 | $4,107-63.8% | $3,673-59.6% | $4,755-68.8% |
| Participant deferral / active EE | $10,769 | $7,599+41.7% | $7,417+45.2% | $6,713+60.4% |
| Admin fee / account holder | $662 | $8,972-92.6% | $7,222-90.8% | $11,407-94.2% |