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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 | $30,301 | $210,698-85.6% | $178,014-83.0% | $145,959-79.2% |
| Participation rate | 81.8% | 80.8%+1.1pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 24.05% | 386.27%-362.2pp | 294.80%-270.8pp | 561.95%-537.9pp |
| Employer contribution / active EE | $4,580 | $4,567+0.3% | $3,950+15.9% | $4,661-1.7% |
| Participant deferral / active EE | $3,212 | $6,958-53.8% | $6,276-48.8% | $6,689-52.0% |
| Admin fee / account holder | $638 | $12,016-94.7% | $10,362-93.8% | $13,398-95.2% |