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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 | $30,538 | $157,304-80.6% | $141,197-78.4% | $152,909-80.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 25.78% | 64.34%-38.6pp | 71.41%-45.6pp | 345.46%-319.7pp |
| Employer contribution / active EE | $2,393 | $5,263-54.5% | $4,736-49.5% | $4,764-49.8% |
| Participant deferral / active EE | $5,243 | $7,111-26.3% | $6,710-21.9% | $5,851-10.4% |
| Admin fee / account holder | $331 | $12,126-97.3% | $10,265-96.8% | $11,601-97.1% |