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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 | $27,589 | $72,426-61.9% | $67,560-59.2% | $145,897-81.1% |
| Participation rate | 70.0% | 76.9%-6.9pp | 72.9%-2.9pp | 80.3%-10.3pp |
| Annual return | 12.68% | 7226.78%-7214.1pp | 3533.50%-3520.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $5,904 | $3,074+92.0% | $2,737+115.7% | $4,663+26.6% |
| Participant deferral / active EE | $970 | $4,785-79.7% | $4,004-75.8% | $6,689-85.5% |
| Admin fee / account holder | $5,113 | $5,514-7.3% | $3,994+28.0% | $13,390-61.8% |