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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 | $30,407 | $115,814-73.7% | $101,275-70.0% | $158,982-80.9% |
| Participation rate | 73.3% | 79.4%-6.0pp | 75.8%-2.5pp | 82.0%-8.6pp |
| Annual return | 16.33% | 56.16%-39.8pp | 46.48%-30.2pp | 302.99%-286.7pp |
| Employer contribution / active EE | $977 | $4,176-76.6% | $3,660-73.3% | $4,763-79.5% |
| Participant deferral / active EE | $3,277 | $4,958-33.9% | $4,371-25.0% | $5,983-45.2% |
| Admin fee / account holder | $2,548 | $7,249-64.9% | $5,948-57.2% | $11,252-77.4% |