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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 | $34,302 | $157,304-78.2% | $141,197-75.7% | $152,909-77.6% |
| Participation rate | 79.2% | 84.8%-5.7pp | 82.5%-3.3pp | 82.5%-3.3pp |
| Annual return | 35.37% | 64.34%-29.0pp | 71.41%-36.0pp | 345.46%-310.1pp |
| Employer contribution / active EE | $2,567 | $5,263-51.2% | $4,736-45.8% | $4,764-46.1% |
| Participant deferral / active EE | $3,949 | $7,111-44.5% | $6,710-41.1% | $5,851-32.5% |
| Admin fee / account holder | $3,903 | $12,126-67.8% | $10,265-62.0% | $11,601-66.4% |