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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 | $21,513 | $148,582-85.5% | $135,942-84.2% | $139,456-84.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 24.62% | 79.26%-54.6pp | 68.28%-43.7pp | 373.45%-348.8pp |
| Employer contribution / active EE | $2,028 | $5,245-61.3% | $4,858-58.3% | $4,753-57.3% |
| Participant deferral / active EE | $3,635 | $8,101-55.1% | $7,759-53.1% | $6,711-45.8% |
| Admin fee / account holder | $1,555 | $12,402-87.5% | $10,764-85.6% | $11,407-86.4% |