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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 | $30,892 | $134,817-77.1% | $123,973-75.1% | $155,188-80.1% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.7%-6.7pp | 80.8%-10.8pp |
| Annual return | 18.88% | 515.49%-496.6pp | 388.13%-369.2pp | 148.84%-130.0pp |
| Employer contribution / active EE | $1,277 | $4,425-71.1% | $4,126-69.0% | $4,248-69.9% |
| Participant deferral / active EE | $4,870 | $5,706-14.7% | $5,247-7.2% | $6,531-25.4% |
| Admin fee / account holder | $2,976 | $13,245-77.5% | $11,799-74.8% | $14,480-79.4% |