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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 | $31,868 | $157,296-79.7% | $141,191-77.4% | $152,897-79.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 16.40% | 64.34%-47.9pp | 71.41%-55.0pp | 345.43%-329.0pp |
| Employer contribution / active EE | $3,388 | $5,262-35.6% | $4,736-28.5% | $4,764-28.9% |
| Participant deferral / active EE | $5,787 | $7,111-18.6% | $6,710-13.8% | $5,851-1.1% |
| Admin fee / account holder | $470 | $12,125-96.1% | $10,264-95.4% | $11,599-95.9% |