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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 | $31,827 | $180,749-82.4% | $160,784-80.2% | $137,256-76.8% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 12.69% | 2234.46%-2221.8pp | 1803.92%-1791.2pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,413 | $4,155-66.0% | $3,733-62.2% | $4,156-66.0% |
| Participant deferral / active EE | $2,658 | $6,844-61.2% | $6,293-57.8% | $6,407-58.5% |
| Admin fee / account holder | $6,762 | $10,397-35.0% | $9,717-30.4% | $12,270-44.9% |