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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 | $14,674 | $108,897-86.5% | $100,378-85.4% | $145,877-89.9% |
| Participation rate | 73.3% | 83.0%-9.6pp | 81.5%-8.2pp | 80.3%-7.0pp |
| Annual return | 20.69% | 58.17%-37.5pp | 49.41%-28.7pp | 551.28%-530.6pp |
| Employer contribution / active EE | $1,607 | $4,420-63.6% | $3,942-59.2% | $4,663-65.5% |
| Participant deferral / active EE | $2,826 | $8,455-66.6% | $8,087-65.1% | $6,691-57.8% |
| Admin fee / account holder | $1,780 | $9,690-81.6% | $7,899-77.5% | $13,402-86.7% |