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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 | $67,139 | $169,361-60.4% | $129,397-48.1% | $145,877-54.0% |
| Participation rate | 71.4% | 76.5%-5.0pp | 69.6%+1.8pp | 80.3%-8.9pp |
| Annual return | 16.06% | 14395.54%-14379.5pp | 9453.98%-9437.9pp | 551.28%-535.2pp |
| Employer contribution / active EE | $1,539 | $5,542-72.2% | $4,154-63.0% | $4,663-67.0% |
| Participant deferral / active EE | $7,416 | $4,987+48.7% | $4,167+78.0% | $6,691+10.8% |
| Admin fee / account holder | $486 | $9,903-95.1% | $7,679-93.7% | $13,402-96.4% |