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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 | $47,424 | $165,399-71.3% | $149,745-68.3% | $158,982-70.2% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 28.08% | 348.34%-320.3pp | 276.72%-248.6pp | 302.99%-274.9pp |
| Employer contribution / active EE | $1,707 | $5,105-66.6% | $4,646-63.2% | $4,763-64.2% |
| Participant deferral / active EE | $4,524 | $7,183-37.0% | $6,843-33.9% | $5,983-24.4% |
| Admin fee / account holder | $1,864 | $10,811-82.8% | $9,312-80.0% | $11,252-83.4% |