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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 | $35,007 | $211,288-83.4% | $178,540-80.4% | $145,884-76.0% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 22.53% | 30.27%-7.7pp | 27.15%-4.6pp | 551.85%-529.3pp |
| Employer contribution / active EE | $3,221 | $4,574-29.6% | $3,953-18.5% | $4,662-30.9% |
| Participant deferral / active EE | $4,230 | $6,967-39.3% | $6,281-32.7% | $6,690-36.8% |
| Admin fee / account holder | $11,679 | $12,105-3.5% | $10,424+12.0% | $13,392-12.8% |