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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 | $32,308 | $166,131-80.6% | $164,975-80.4% | $145,877-77.9% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 13.89% | 100.37%-86.5pp | 70.12%-56.2pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,987 | $5,276-43.4% | $4,343-31.2% | $4,663-35.9% |
| Participant deferral / active EE | $5,736 | $6,962-17.6% | $6,033-4.9% | $6,691-14.3% |
| Admin fee / account holder | $3,626 | $16,648-78.2% | $12,688-71.4% | $13,402-72.9% |