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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 | $17,683 | $160,070-89.0% | $147,117-88.0% | $145,897-87.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 29.10% | 98.69%-69.6pp | 420.54%-391.4pp | 552.29%-523.2pp |
| Employer contribution / active EE | $3,264 | $5,285-38.2% | $4,932-33.8% | $4,663-30.0% |
| Participant deferral / active EE | $5,631 | $8,419-33.1% | $8,065-30.2% | $6,689-15.8% |
| Admin fee / account holder | $2,340 | $15,035-84.4% | $12,993-82.0% | $13,390-82.5% |