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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 | $20,002 | $107,363-81.4% | $92,909-78.5% | $152,897-86.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 28.42% | 145.63%-117.2pp | 109.44%-81.0pp | 345.43%-317.0pp |
| Employer contribution / active EE | $1,145 | $4,222-72.9% | $3,653-68.7% | $4,764-76.0% |
| Participant deferral / active EE | $3,383 | $4,848-30.2% | $4,238-20.2% | $5,851-42.2% |
| Admin fee / account holder | $1,565 | $7,082-77.9% | $5,795-73.0% | $11,599-86.5% |