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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 | $77,164 | $112,121-31.2% | $95,960-19.6% | $158,966-51.5% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 12.40% | 171.16%-158.8pp | 91.63%-79.2pp | 302.95%-290.6pp |
| Employer contribution / active EE | $1,319 | $3,199-58.8% | $2,541-48.1% | $4,762-72.3% |
| Participant deferral / active EE | $2,273 | $4,784-52.5% | $4,167-45.4% | $5,983-62.0% |
| Admin fee / account holder | $340 | $10,135-96.6% | $6,797-95.0% | $11,250-97.0% |