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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 | $27,370 | $110,039-75.1% | $97,260-71.9% | $145,884-81.2% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.2pp | 80.3%-8.9pp |
| Annual return | 13.49% | 244.44%-231.0pp | 75.54%-62.0pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,115 | $3,074-31.2% | $2,721-22.3% | $4,662-54.6% |
| Participant deferral / active EE | $9,621 | $4,674+105.9% | $4,262+125.8% | $6,690+43.8% |
| Admin fee / account holder | $382 | $6,204-93.8% | $5,640-93.2% | $13,392-97.1% |