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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 | $31,026 | $175,231-82.3% | $149,696-79.3% | $139,466-77.8% |
| Participation rate | 70.6% | 83.4%-12.8pp | 78.8%-8.2pp | 80.3%-9.7pp |
| Annual return | 17.31% | 166.77%-149.5pp | 134.46%-117.1pp | 373.66%-356.4pp |
| Employer contribution / active EE | $4,948 | $5,478-9.7% | $4,821+2.6% | $4,754+4.1% |
| Participant deferral / active EE | $2,369 | $6,521-63.7% | $5,682-58.3% | $6,712-64.7% |
| Admin fee / account holder | $758 | $16,155-95.3% | $13,212-94.3% | $11,409-93.4% |