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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 | $26,240 | $175,231-85.0% | $149,696-82.5% | $139,466-81.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 28.01% | 166.77%-138.8pp | 134.46%-106.4pp | 373.66%-345.7pp |
| Employer contribution / active EE | $2,925 | $5,478-46.6% | $4,821-39.3% | $4,754-38.5% |
| Participant deferral / active EE | $5,431 | $6,521-16.7% | $5,682-4.4% | $6,712-19.1% |
| Admin fee / account holder | $1,817 | $16,155-88.8% | $13,212-86.2% | $11,409-84.1% |