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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 | $29,026 | $160,028-81.9% | $147,080-80.3% | $145,884-80.1% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 15.76% | 98.60%-82.8pp | 420.17%-404.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $3,299 | $5,286-37.6% | $4,933-33.1% | $4,662-29.2% |
| Participant deferral / active EE | $5,409 | $8,422-35.8% | $8,066-32.9% | $6,690-19.1% |
| Admin fee / account holder | $15,064 | $15,030+0.2% | $12,989+16.0% | $13,392+12.5% |