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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 | $29,699 | $202,440-85.3% | $169,390-82.5% | $139,466-78.7% |
| Participation rate | 72.2% | 81.1%-8.9pp | 77.2%-5.0pp | 80.3%-8.1pp |
| Annual return | 23.69% | 532.36%-508.7pp | 406.07%-382.4pp | 373.66%-350.0pp |
| Employer contribution / active EE | $1,326 | $4,693-71.8% | $4,013-67.0% | $4,754-72.1% |
| Participant deferral / active EE | $4,899 | $6,940-29.4% | $6,222-21.3% | $6,712-27.0% |
| Admin fee / account holder | $370 | $10,722-96.6% | $9,015-95.9% | $11,409-96.8% |