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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 | $47,978 | $126,519-62.1% | $106,201-54.8% | $145,959-67.1% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 8.37% | 225.10%-216.7pp | 116.26%-107.9pp | 561.95%-553.6pp |
| Employer contribution / active EE | $2,033 | $3,726-45.4% | $3,170-35.8% | $4,661-56.4% |
| Participant deferral / active EE | $2,689 | $5,716-53.0% | $5,012-46.4% | $6,689-59.8% |
| Admin fee / account holder | $22,229 | $17,312+28.4% | $11,039+101.4% | $13,398+65.9% |