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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 | $30,012 | $157,304-80.9% | $141,197-78.7% | $152,909-80.4% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.5%-1.2pp |
| Annual return | 16.61% | 64.34%-47.7pp | 71.41%-54.8pp | 345.46%-328.9pp |
| Employer contribution / active EE | $1,335 | $5,263-74.6% | $4,736-71.8% | $4,764-72.0% |
| Participant deferral / active EE | $2,679 | $7,111-62.3% | $6,710-60.1% | $5,851-54.2% |
| Admin fee / account holder | $22,638 | $12,126+86.7% | $10,265+120.5% | $11,601+95.1% |