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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 | $18,568 | $175,231-89.4% | $149,696-87.6% | $139,466-86.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 16.60% | 166.77%-150.2pp | 134.46%-117.9pp | 373.66%-357.1pp |
| Employer contribution / active EE | $1,578 | $5,478-71.2% | $4,821-67.3% | $4,754-66.8% |
| Participant deferral / active EE | $5,014 | $6,521-23.1% | $5,682-11.8% | $6,712-25.3% |
| Admin fee / account holder | $5,403 | $16,155-66.6% | $13,212-59.1% | $11,409-52.6% |