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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 | $41,593 | $102,595-59.5% | $94,057-55.8% | $154,746-73.1% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 17.86% | 583.42%-565.6pp | 480.62%-462.8pp | 172.34%-154.5pp |
| Employer contribution / active EE | $743 | $3,147-76.4% | $2,933-74.7% | $4,379-83.0% |
| Participant deferral / active EE | $3,190 | $5,118-37.7% | $4,709-32.3% | $6,730-52.6% |
| Admin fee / account holder | $847 | $7,736-89.0% | $7,244-88.3% | $14,365-94.1% |