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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 | $202,460-86.0% | $169,385-83.3% | $139,456-79.7% |
| Participation rate | 71.4% | 81.1%-9.7pp | 77.2%-5.7pp | 80.3%-8.9pp |
| Annual return | 22.28% | 532.07%-509.8pp | 405.82%-383.5pp | 373.45%-351.2pp |
| Employer contribution / active EE | $3,398 | $4,691-27.6% | $4,012-15.3% | $4,753-28.5% |
| Participant deferral / active EE | $6,894 | $6,938-0.6% | $6,221+10.8% | $6,711+2.7% |
| Admin fee / account holder | $330 | $10,719-96.9% | $9,011-96.3% | $11,407-97.1% |