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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 | $35,784 | $209,422-82.9% | $178,503-80.0% | $158,982-77.5% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 20.15% | 188.81%-168.7pp | 151.12%-131.0pp | 302.99%-282.8pp |
| Employer contribution / active EE | $2,658 | $5,707-53.4% | $5,011-47.0% | $4,763-44.2% |
| Participant deferral / active EE | $5,287 | $5,955-11.2% | $5,202+1.6% | $5,983-11.6% |
| Admin fee / account holder | $448 | $17,079-97.4% | $13,987-96.8% | $11,252-96.0% |