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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 | $30,686 | $183,592-83.3% | $155,574-80.3% | $145,877-79.0% |
| Participation rate | 72.2% | 82.7%-10.5pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 15.11% | 61.37%-46.3pp | 64.87%-49.8pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,559 | $5,317-70.7% | $4,676-66.7% | $4,663-66.6% |
| Participant deferral / active EE | $4,948 | $6,466-23.5% | $5,629-12.1% | $6,691-26.0% |
| Admin fee / account holder | $863 | $19,316-95.5% | $15,914-94.6% | $13,402-93.6% |