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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 | $33,336 | $165,399-79.8% | $149,745-77.7% | $158,982-79.0% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 28.58% | 348.34%-319.8pp | 276.72%-248.1pp | 302.99%-274.4pp |
| Employer contribution / active EE | $2,926 | $5,105-42.7% | $4,646-37.0% | $4,763-38.6% |
| Participant deferral / active EE | $7,873 | $7,183+9.6% | $6,843+15.0% | $5,983+31.6% |
| Admin fee / account holder | $472 | $10,811-95.6% | $9,312-94.9% | $11,252-95.8% |