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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 | $34,484 | $175,231-80.3% | $149,696-77.0% | $139,466-75.3% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.9pp | 80.3%-3.4pp |
| Annual return | 15.76% | 166.77%-151.0pp | 134.46%-118.7pp | 373.66%-357.9pp |
| Employer contribution / active EE | $2,600 | $5,478-52.5% | $4,821-46.1% | $4,754-45.3% |
| Participant deferral / active EE | $5,478 | $6,521-16.0% | $5,682-3.6% | $6,712-18.4% |
| Admin fee / account holder | $6,879 | $16,155-57.4% | $13,212-47.9% | $11,409-39.7% |