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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 | $28,328 | $202,440-86.0% | $169,390-83.3% | $139,466-79.7% |
| Participation rate | 71.4% | 81.1%-9.7pp | 77.2%-5.7pp | 80.3%-8.9pp |
| Annual return | 22.28% | 532.36%-510.1pp | 406.07%-383.8pp | 373.66%-351.4pp |
| Employer contribution / active EE | $3,398 | $4,693-27.6% | $4,013-15.3% | $4,754-28.5% |
| Participant deferral / active EE | $6,894 | $6,940-0.7% | $6,222+10.8% | $6,712+2.7% |
| Admin fee / account holder | $330 | $10,722-96.9% | $9,015-96.3% | $11,409-97.1% |