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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 | $29,644 | $211,239-86.0% | $178,528-83.4% | $145,877-79.7% |
| Participation rate | 76.9% | 80.8%-3.9pp | 77.1%-0.2pp | 80.3%-3.4pp |
| Annual return | 11.21% | 30.22%-19.0pp | 27.11%-15.9pp | 551.28%-540.1pp |
| Employer contribution / active EE | $1,699 | $4,570-62.8% | $3,950-57.0% | $4,663-63.6% |
| Participant deferral / active EE | $4,258 | $6,963-38.8% | $6,278-32.2% | $6,691-36.4% |
| Admin fee / account holder | $3,028 | $12,095-75.0% | $10,419-70.9% | $13,402-77.4% |