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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 | $31,316 | $118,695-73.6% | $98,916-68.3% | $158,950-80.3% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.8pp |
| Annual return | 6.50% | 372.39%-365.9pp | 196.45%-190.0pp | 302.91%-296.4pp |
| Employer contribution / active EE | $1,894 | $3,333-43.2% | $2,689-29.6% | $4,762-60.2% |
| Participant deferral / active EE | $3,912 | $5,088-23.1% | $4,245-7.8% | $5,983-34.6% |
| Admin fee / account holder | $3,019 | $10,132-70.2% | $6,642-54.6% | $11,248-73.2% |