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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 | $211,239-88.1% | $178,528-85.9% | $145,877-82.7% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 16.73% | 30.22%-13.5pp | 27.11%-10.4pp | 551.28%-534.6pp |
| Employer contribution / active EE | $3,388 | $4,570-25.9% | $3,950-14.2% | $4,663-27.3% |
| Participant deferral / active EE | $4,577 | $6,963-34.3% | $6,278-27.1% | $6,691-31.6% |
| Admin fee / account holder | $1,311 | $12,095-89.2% | $10,419-87.4% | $13,402-90.2% |