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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 | $31,172 | $202,342-84.6% | $172,752-82.0% | $152,897-79.6% |
| Participation rate | 84.2% | 87.1%-2.8pp | 82.6%+1.6pp | 82.5%+1.8pp |
| Annual return | 21.19% | 1029.83%-1008.6pp | 802.97%-781.8pp | 345.43%-324.2pp |
| Employer contribution / active EE | $1,870 | $5,858-68.1% | $5,144-63.6% | $4,764-60.7% |
| Participant deferral / active EE | $3,818 | $5,948-35.8% | $5,198-26.5% | $5,851-34.7% |
| Admin fee / account holder | $2,825 | $17,111-83.5% | $13,955-79.8% | $11,599-75.6% |