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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 | $33,994 | $101,618-66.5% | $93,063-63.5% | $137,256-75.2% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 20.71% | 223.95%-203.2pp | 34.15%-13.4pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,280 | $2,707+21.2% | $2,476+32.5% | $4,156-21.1% |
| Participant deferral / active EE | $8,104 | $4,279+89.4% | $3,958+104.7% | $6,407+26.5% |
| Admin fee / account holder | $8,754 | $6,198+41.2% | $6,033+45.1% | $12,270-28.7% |