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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 | $160,040-80.3% | $147,096-78.6% | $145,877-78.4% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 11.43% | 98.49%-87.1pp | 419.75%-408.3pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,720 | $5,289-67.5% | $4,936-65.1% | $4,663-63.1% |
| Participant deferral / active EE | $5,225 | $8,429-38.0% | $8,071-35.3% | $6,691-21.9% |
| Admin fee / account holder | $863 | $15,050-94.3% | $13,005-93.4% | $13,402-93.6% |