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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 | $40,729 | $172,111-76.3% | $150,298-72.9% | $137,256-70.3% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 12.66% | 69.37%-56.7pp | 62.79%-50.1pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,431 | $4,636-69.1% | $4,154-65.6% | $4,156-65.6% |
| Participant deferral / active EE | $2,383 | $6,166-61.4% | $5,453-56.3% | $6,407-62.8% |
| Admin fee / account holder | $440 | $16,471-97.3% | $14,116-96.9% | $12,270-96.4% |