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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 | $26,029 | $176,077-85.2% | $159,455-83.7% | $167,518-84.5% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 13.36% | 331.83%-318.5pp | 263.63%-250.3pp | 478.71%-465.3pp |
| Employer contribution / active EE | $2,543 | $5,298-52.0% | $4,830-47.4% | $4,838-47.4% |
| Participant deferral / active EE | $5,049 | $7,751-34.9% | $7,353-31.3% | $6,342-20.4% |
| Admin fee / account holder | $5,450 | $12,556-56.6% | $10,800-49.5% | $12,312-55.7% |