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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 | $30,432 | $183,539-83.4% | $155,556-80.4% | $145,897-79.1% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 19.41% | 61.31%-41.9pp | 64.84%-45.4pp | 552.29%-532.9pp |
| Employer contribution / active EE | $5,002 | $5,315-5.9% | $4,675+7.0% | $4,663+7.3% |
| Participant deferral / active EE | $3,914 | $6,467-39.5% | $5,631-30.5% | $6,689-41.5% |
| Admin fee / account holder | $380 | $19,275-98.0% | $15,885-97.6% | $13,390-97.2% |