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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 | $33,134 | $132,099-74.9% | $115,599-71.3% | $138,895-76.1% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.3%-4.3pp | 79.9%-9.9pp |
| Annual return | 22.96% | 176.76%-153.8pp | 111.10%-88.1pp | 145.39%-122.4pp |
| Employer contribution / active EE | $2,061 | $3,416-39.7% | $2,955-30.3% | $4,194-50.9% |
| Participant deferral / active EE | $5,154 | $5,617-8.2% | $4,889+5.4% | $6,396-19.4% |
| Admin fee / account holder | $2,983 | $15,650-80.9% | $12,841-76.8% | $12,562-76.3% |