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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 | $21,742 | $159,934-86.4% | $147,005-85.2% | $145,959-85.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 9.87% | 98.24%-88.4pp | 418.76%-408.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $2,589 | $5,287-51.0% | $4,934-47.5% | $4,661-44.4% |
| Participant deferral / active EE | $4,708 | $8,427-44.1% | $8,070-41.7% | $6,689-29.6% |
| Admin fee / account holder | $3,577 | $15,053-76.2% | $13,006-72.5% | $13,398-73.3% |