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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 | $23,710 | $176,105-86.5% | $159,474-85.1% | $167,536-85.8% |
| Participation rate | 70.6% | 85.0%-14.4pp | 82.8%-12.2pp | 82.1%-11.5pp |
| Annual return | 15.29% | 331.91%-316.6pp | 263.68%-248.4pp | 478.82%-463.5pp |
| Employer contribution / active EE | $2,460 | $5,299-53.6% | $4,831-49.1% | $4,839-49.2% |
| Participant deferral / active EE | $6,216 | $7,751-19.8% | $7,353-15.5% | $6,342-2.0% |
| Admin fee / account holder | $1,339 | $12,559-89.3% | $10,802-87.6% | $12,315-89.1% |