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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 | $21,873 | $160,040-86.3% | $147,096-85.1% | $145,877-85.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 18.12% | 98.49%-80.4pp | 419.75%-401.6pp | 551.28%-533.2pp |
| Employer contribution / active EE | $2,576 | $5,289-51.3% | $4,936-47.8% | $4,663-44.8% |
| Participant deferral / active EE | $3,212 | $8,429-61.9% | $8,071-60.2% | $6,691-52.0% |
| Admin fee / account holder | $5,727 | $15,050-61.9% | $13,005-56.0% | $13,402-57.3% |