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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 | $129,737-76.2% | $119,126-74.1% | $154,746-80.0% |
| Participation rate | 70.0% | 78.9%-8.9pp | 75.8%-5.8pp | 80.7%-10.7pp |
| Annual return | 18.88% | 379.08%-360.2pp | 282.11%-263.2pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,277 | $4,375-70.8% | $4,034-68.3% | $4,379-70.8% |
| Participant deferral / active EE | $4,870 | $5,842-16.6% | $5,318-8.4% | $6,730-27.6% |
| Admin fee / account holder | $2,976 | $11,961-75.1% | $10,693-72.2% | $14,365-79.3% |