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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 | $29,341 | $174,379-83.2% | $152,093-80.7% | $138,895-78.9% |
| Participation rate | 73.9% | 81.6%-7.7pp | 77.8%-3.9pp | 79.9%-6.0pp |
| Annual return | 30.03% | 74.86%-44.8pp | 66.36%-36.3pp | 145.39%-115.4pp |
| Employer contribution / active EE | $1,194 | $4,652-74.3% | $4,175-71.4% | $4,194-71.5% |
| Participant deferral / active EE | $2,523 | $6,159-59.0% | $5,451-53.7% | $6,396-60.5% |
| Admin fee / account holder | $2,282 | $16,880-86.5% | $14,497-84.3% | $12,562-81.8% |