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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 | $38,727 | $157,304-75.4% | $141,197-72.6% | $152,909-74.7% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.5%-0.1pp |
| Annual return | 21.24% | 64.34%-43.1pp | 71.41%-50.2pp | 345.46%-324.2pp |
| Employer contribution / active EE | $3,095 | $5,263-41.2% | $4,736-34.7% | $4,764-35.0% |
| Participant deferral / active EE | $3,933 | $7,111-44.7% | $6,710-41.4% | $5,851-32.8% |
| Admin fee / account holder | $1,854 | $12,126-84.7% | $10,265-81.9% | $11,601-84.0% |