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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 | $31,461 | $160,070-80.3% | $147,117-78.6% | $145,897-78.4% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.6pp |
| Annual return | 11.43% | 98.69%-87.3pp | 420.54%-409.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,720 | $5,285-67.4% | $4,932-65.1% | $4,663-63.1% |
| Participant deferral / active EE | $5,225 | $8,419-37.9% | $8,065-35.2% | $6,689-21.9% |
| Admin fee / account holder | $863 | $15,035-94.3% | $12,993-93.4% | $13,390-93.6% |