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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 | $24,744 | $107,363-77.0% | $92,909-73.4% | $152,897-83.8% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.5%-4.7pp |
| Annual return | 14.82% | 145.63%-130.8pp | 109.44%-94.6pp | 345.43%-330.6pp |
| Employer contribution / active EE | $951 | $4,222-77.5% | $3,653-74.0% | $4,764-80.0% |
| Participant deferral / active EE | $1,757 | $4,848-63.8% | $4,238-58.5% | $5,851-70.0% |
| Admin fee / account holder | $5,533 | $7,082-21.9% | $5,795-4.5% | $11,599-52.3% |