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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 | $30,329 | $211,224-85.6% | $178,505-83.0% | $145,897-79.2% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 9.08% | 30.28%-21.2pp | 27.16%-18.1pp | 552.29%-543.2pp |
| Employer contribution / active EE | $1,291 | $4,577-71.8% | $3,955-67.4% | $4,663-72.3% |
| Participant deferral / active EE | $1,613 | $6,966-76.8% | $6,280-74.3% | $6,689-75.9% |
| Admin fee / account holder | $4,622 | $12,109-61.8% | $10,428-55.7% | $13,390-65.5% |