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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 | $16,607 | $162,529-89.8% | $130,788-87.3% | $154,746-89.3% |
| Participation rate | 70.0% | 75.9%-5.9pp | 70.1%-0.1pp | 80.7%-10.7pp |
| Annual return | 11.37% | 510.48%-499.1pp | 386.44%-375.1pp | 172.34%-161.0pp |
| Employer contribution / active EE | $989 | $4,447-77.8% | $3,558-72.2% | $4,379-77.4% |
| Participant deferral / active EE | $2,931 | $4,808-39.0% | $4,137-29.1% | $6,730-56.4% |
| Admin fee / account holder | $6,850 | $7,669-10.7% | $6,673+2.6% | $14,365-52.3% |