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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 | $30,290 | $201,344-85.0% | $184,243-83.6% | $145,877-79.2% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 19.28% | 29.01%-9.7pp | 28.82%-9.5pp | 551.28%-532.0pp |
| Employer contribution / active EE | $4,636 | $7,022-34.0% | $6,427-27.9% | $4,663-0.6% |
| Participant deferral / active EE | $5,899 | $9,807-39.8% | $9,132-35.4% | $6,691-11.8% |
| Admin fee / account holder | $608 | $16,382-96.3% | $13,914-95.6% | $13,402-95.5% |