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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 | $30,849 | $124,175-75.2% | $108,405-71.5% | $167,553-81.6% |
| Participation rate | 78.6% | 82.3%-3.7pp | 80.1%-1.6pp | 82.1%-3.5pp |
| Annual return | 18.60% | 1380.13%-1361.5pp | 905.55%-887.0pp | 478.89%-460.3pp |
| Employer contribution / active EE | $2,558 | $4,188-38.9% | $3,559-28.1% | $4,840-47.1% |
| Participant deferral / active EE | $6,312 | $6,908-8.6% | $6,563-3.8% | $6,343-0.5% |
| Admin fee / account holder | $884 | $9,457-90.6% | $7,297-87.9% | $12,316-92.8% |