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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 | $41,011 | $70,366-41.7% | $66,674-38.5% | $138,895-70.5% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.7%-0.9pp | 79.9%-7.2pp |
| Annual return | 19.82% | 386.41%-366.6pp | 321.24%-301.4pp | 145.39%-125.6pp |
| Employer contribution / active EE | $703 | $2,765-74.6% | $2,620-73.2% | $4,194-83.2% |
| Participant deferral / active EE | $6,264 | $4,374+43.2% | $4,084+53.4% | $6,396-2.1% |
| Admin fee / account holder | $558 | $5,262-89.4% | $5,098-89.1% | $12,562-95.6% |