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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 | $211,288-88.1% | $178,540-85.9% | $145,884-82.7% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 16.73% | 30.27%-13.5pp | 27.15%-10.4pp | 551.85%-535.1pp |
| Employer contribution / active EE | $3,388 | $4,574-25.9% | $3,953-14.3% | $4,662-27.3% |
| Participant deferral / active EE | $4,577 | $6,967-34.3% | $6,281-27.1% | $6,690-31.6% |
| Admin fee / account holder | $1,311 | $12,105-89.2% | $10,424-87.4% | $13,392-90.2% |