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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 | $30,071 | $129,737-76.8% | $119,126-74.8% | $154,746-80.6% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 20.06% | 379.08%-359.0pp | 282.11%-262.0pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,633 | $4,375-39.8% | $4,034-34.7% | $4,379-39.9% |
| Participant deferral / active EE | $3,314 | $5,842-43.3% | $5,318-37.7% | $6,730-50.8% |
| Admin fee / account holder | $1,082 | $11,961-91.0% | $10,693-89.9% | $14,365-92.5% |