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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 | $32,160 | $176,077-81.7% | $159,455-79.8% | $167,518-80.8% |
| Participation rate | 78.6% | 84.9%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 11.02% | 331.83%-320.8pp | 263.63%-252.6pp | 478.71%-467.7pp |
| Employer contribution / active EE | $1,619 | $5,298-69.4% | $4,830-66.5% | $4,838-66.5% |
| Participant deferral / active EE | $4,744 | $7,751-38.8% | $7,353-35.5% | $6,342-25.2% |
| Admin fee / account holder | $9,525 | $12,556-24.1% | $10,800-11.8% | $12,312-22.6% |