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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 | $23,064 | $148,623-84.5% | $135,974-83.0% | $139,466-83.5% |
| Participation rate | 72.2% | 83.9%-11.6pp | 81.9%-9.7pp | 80.3%-8.1pp |
| Annual return | 23.97% | 79.30%-55.3pp | 68.30%-44.3pp | 373.66%-349.7pp |
| Employer contribution / active EE | $3,847 | $5,246-26.7% | $4,859-20.8% | $4,754-19.1% |
| Participant deferral / active EE | $6,000 | $8,103-25.9% | $7,760-22.7% | $6,712-10.6% |
| Admin fee / account holder | $603 | $12,406-95.1% | $10,767-94.4% | $11,409-94.7% |