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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 | $25,639 | $211,224-87.9% | $178,505-85.6% | $145,897-82.4% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 18.44% | 30.28%-11.8pp | 27.16%-8.7pp | 552.29%-533.9pp |
| Employer contribution / active EE | $2,348 | $4,577-48.7% | $3,955-40.6% | $4,663-49.6% |
| Participant deferral / active EE | $3,614 | $6,966-48.1% | $6,280-42.5% | $6,689-46.0% |
| Admin fee / account holder | $3,270 | $12,109-73.0% | $10,428-68.6% | $13,390-75.6% |