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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 | $30,333 | $148,623-79.6% | $135,974-77.7% | $139,466-78.3% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 13.31% | 79.30%-66.0pp | 68.30%-55.0pp | 373.66%-360.4pp |
| Employer contribution / active EE | $2,228 | $5,246-57.5% | $4,859-54.1% | $4,754-53.1% |
| Participant deferral / active EE | $6,494 | $8,103-19.9% | $7,760-16.3% | $6,712-3.3% |
| Admin fee / account holder | $18,774 | $12,406+51.3% | $10,767+74.4% | $11,409+64.6% |