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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 | $31,120 | $88,754-64.9% | $81,820-62.0% | $145,877-78.7% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 16.89% | 1031.77%-1014.9pp | 777.93%-761.0pp | 551.28%-534.4pp |
| Employer contribution / active EE | $3,194 | $3,085+3.5% | $2,915+9.6% | $4,663-31.5% |
| Participant deferral / active EE | $6,935 | $4,648+49.2% | $4,323+60.4% | $6,691+3.7% |
| Admin fee / account holder | $626 | $8,424-92.6% | $7,391-91.5% | $13,402-95.3% |