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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 | $33,082 | $111,535-70.3% | $105,223-68.6% | $137,256-75.9% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 17.93% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,276 | $3,939-16.8% | $3,689-11.2% | $4,156-21.2% |
| Participant deferral / active EE | $3,750 | $5,500-31.8% | $5,072-26.1% | $6,407-41.5% |
| Admin fee / account holder | $2,814 | $9,721-71.1% | $8,859-68.2% | $12,270-77.1% |