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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 | $183,592-83.4% | $155,574-80.4% | $145,877-79.1% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 19.41% | 61.37%-42.0pp | 64.87%-45.5pp | 551.28%-531.9pp |
| Employer contribution / active EE | $5,002 | $5,317-5.9% | $4,676+7.0% | $4,663+7.3% |
| Participant deferral / active EE | $3,914 | $6,466-39.5% | $5,629-30.5% | $6,691-41.5% |
| Admin fee / account holder | $380 | $19,316-98.0% | $15,914-97.6% | $13,402-97.2% |