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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 | $31,418 | $166,131-81.1% | $164,975-81.0% | $145,877-78.5% |
| Participation rate | 76.9% | 82.0%-5.1pp | 78.6%-1.7pp | 80.3%-3.4pp |
| Annual return | 9.58% | 100.37%-90.8pp | 70.12%-60.5pp | 551.28%-541.7pp |
| Employer contribution / active EE | $2,779 | $5,276-47.3% | $4,343-36.0% | $4,663-40.4% |
| Participant deferral / active EE | $5,222 | $6,962-25.0% | $6,033-13.5% | $6,691-22.0% |
| Admin fee / account holder | $1,126 | $16,648-93.2% | $12,688-91.1% | $13,402-91.6% |