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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 | $22,703 | $160,070-85.8% | $147,117-84.6% | $145,897-84.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 12.56% | 98.69%-86.1pp | 420.54%-408.0pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,019 | $5,285-61.8% | $4,932-59.1% | $4,663-56.7% |
| Participant deferral / active EE | $5,070 | $8,419-39.8% | $8,065-37.1% | $6,689-24.2% |
| Admin fee / account holder | $6,032 | $15,035-59.9% | $12,993-53.6% | $13,390-55.0% |