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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 | $35,008 | $129,737-73.0% | $119,126-70.6% | $154,746-77.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 22.64% | 379.08%-356.4pp | 282.11%-259.5pp | 172.34%-149.7pp |
| Employer contribution / active EE | $2,518 | $4,375-42.5% | $4,034-37.6% | $4,379-42.5% |
| Participant deferral / active EE | $5,716 | $5,842-2.2% | $5,318+7.5% | $6,730-15.1% |
| Admin fee / account holder | $749 | $11,961-93.7% | $10,693-93.0% | $14,365-94.8% |