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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 | $31,724 | $157,304-79.8% | $141,197-77.5% | $152,909-79.3% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.5%-9.1pp |
| Annual return | 24.43% | 64.34%-39.9pp | 71.41%-47.0pp | 345.46%-321.0pp |
| Employer contribution / active EE | $1,665 | $5,263-68.4% | $4,736-64.8% | $4,764-65.1% |
| Participant deferral / active EE | $4,370 | $7,111-38.5% | $6,710-34.9% | $5,851-25.3% |
| Admin fee / account holder | $1,538 | $12,126-87.3% | $10,265-85.0% | $11,601-86.7% |