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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 | $30,431 | $110,379-72.4% | $102,412-70.3% | $145,884-79.1% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 20.07% | 24.84%-4.8pp | 24.94%-4.9pp | 551.85%-531.8pp |
| Employer contribution / active EE | $1,889 | $4,216-55.2% | $3,870-51.2% | $4,662-59.5% |
| Participant deferral / active EE | $4,567 | $5,622-18.8% | $5,060-9.8% | $6,690-31.7% |
| Admin fee / account holder | $448 | $9,745-95.4% | $8,388-94.7% | $13,392-96.7% |