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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 | $27,141 | $148,623-81.7% | $135,974-80.0% | $139,466-80.5% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 12.45% | 79.30%-66.8pp | 68.30%-55.9pp | 373.66%-361.2pp |
| Employer contribution / active EE | $2,645 | $5,246-49.6% | $4,859-45.6% | $4,754-44.4% |
| Participant deferral / active EE | $5,461 | $8,103-32.6% | $7,760-29.6% | $6,712-18.6% |
| Admin fee / account holder | $15,943 | $12,406+28.5% | $10,767+48.1% | $11,409+39.7% |