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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 | $35,382 | $134,817-73.8% | $123,973-71.5% | $155,188-77.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.7%-1.7pp | 80.8%-5.8pp |
| Annual return | 21.06% | 515.49%-494.4pp | 388.13%-367.1pp | 148.84%-127.8pp |
| Employer contribution / active EE | $1,301 | $4,425-70.6% | $4,126-68.5% | $4,248-69.4% |
| Participant deferral / active EE | $4,780 | $5,706-16.2% | $5,247-8.9% | $6,531-26.8% |
| Admin fee / account holder | $5,034 | $13,245-62.0% | $11,799-57.3% | $14,480-65.2% |