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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 | $25,224 | $211,224-88.1% | $178,505-85.9% | $145,897-82.7% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 16.73% | 30.28%-13.5pp | 27.16%-10.4pp | 552.29%-535.6pp |
| Employer contribution / active EE | $3,388 | $4,577-26.0% | $3,955-14.3% | $4,663-27.3% |
| Participant deferral / active EE | $4,577 | $6,966-34.3% | $6,280-27.1% | $6,689-31.6% |
| Admin fee / account holder | $1,311 | $12,109-89.2% | $10,428-87.4% | $13,390-90.2% |