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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 | $38,851 | $168,626-77.0% | $133,698-70.9% | $145,897-73.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.4%-1.4pp | 80.3%-5.3pp |
| Annual return | 15.52% | 1168.99%-1153.5pp | 580.90%-565.4pp | 552.29%-536.8pp |
| Employer contribution / active EE | $3,173 | $5,290-40.0% | $4,218-24.8% | $4,663-32.0% |
| Participant deferral / active EE | $3,888 | $8,688-55.2% | $7,016-44.6% | $6,689-41.9% |
| Admin fee / account holder | $7,929 | $9,638-17.7% | $6,703+18.3% | $13,390-40.8% |