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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 | $111,535-72.3% | $105,223-70.6% | $137,256-77.5% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 18.88% | 237.85%-219.0pp | 180.65%-161.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,277 | $3,939-67.6% | $3,689-65.4% | $4,156-69.3% |
| Participant deferral / active EE | $4,870 | $5,500-11.5% | $5,072-4.0% | $6,407-24.0% |
| Admin fee / account holder | $2,976 | $9,721-69.4% | $8,859-66.4% | $12,270-75.7% |