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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 | $42,339 | $183,516-76.9% | $155,534-72.8% | $145,884-71.0% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 19.11% | 61.43%-42.3pp | 64.92%-45.8pp | 551.85%-532.7pp |
| Employer contribution / active EE | $1,112 | $5,315-79.1% | $4,675-76.2% | $4,662-76.1% |
| Participant deferral / active EE | $2,294 | $6,467-64.5% | $5,630-59.3% | $6,690-65.7% |
| Admin fee / account holder | $4,192 | $19,293-78.3% | $15,900-73.6% | $13,392-68.7% |