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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 | $26,009 | $175,257-85.2% | $149,717-82.6% | $139,456-81.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 15.29% | 166.70%-151.4pp | 134.41%-119.1pp | 373.45%-358.2pp |
| Employer contribution / active EE | $2,159 | $5,477-60.6% | $4,820-55.2% | $4,753-54.6% |
| Participant deferral / active EE | $3,530 | $6,521-45.9% | $5,682-37.9% | $6,711-47.4% |
| Admin fee / account holder | $6,025 | $16,156-62.7% | $13,213-54.4% | $11,407-47.2% |