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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 | $30,598 | $107,363-71.5% | $92,909-67.1% | $152,897-80.0% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.5%-9.7pp |
| Annual return | 20.64% | 145.63%-125.0pp | 109.44%-88.8pp | 345.43%-324.8pp |
| Employer contribution / active EE | $2,132 | $4,222-49.5% | $3,653-41.7% | $4,764-55.3% |
| Participant deferral / active EE | $3,173 | $4,848-34.5% | $4,238-25.1% | $5,851-45.8% |
| Admin fee / account holder | $2,145 | $7,082-69.7% | $5,795-63.0% | $11,599-81.5% |