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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 | $27,021 | $159,978-83.1% | $147,041-81.6% | $145,978-81.5% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 11.34% | 98.36%-87.0pp | 419.21%-407.9pp | 550.52%-539.2pp |
| Employer contribution / active EE | $3,651 | $5,288-31.0% | $4,935-26.0% | $4,662-21.7% |
| Participant deferral / active EE | $6,181 | $8,429-26.7% | $8,071-23.4% | $6,690-7.6% |
| Admin fee / account holder | $13,720 | $15,053-8.9% | $13,006+5.5% | $13,400+2.4% |