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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 | $11,798 | $102,595-88.5% | $94,057-87.5% | $154,746-92.4% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 80.7%-8.0pp |
| Annual return | 16.32% | 583.42%-567.1pp | 480.62%-464.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,773 | $3,147-43.7% | $2,933-39.6% | $4,379-59.5% |
| Participant deferral / active EE | $1,476 | $5,118-71.2% | $4,709-68.6% | $6,730-78.1% |
| Admin fee / account holder | $7,319 | $7,736-5.4% | $7,244+1.0% | $14,365-49.1% |