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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 | $21,377 | $160,028-86.6% | $147,080-85.5% | $145,884-85.3% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 16.80% | 98.60%-81.8pp | 420.17%-403.4pp | 551.85%-535.0pp |
| Employer contribution / active EE | $2,159 | $5,286-59.2% | $4,933-56.2% | $4,662-53.7% |
| Participant deferral / active EE | $6,658 | $8,422-20.9% | $8,066-17.5% | $6,690-0.5% |
| Admin fee / account holder | $4,087 | $15,030-72.8% | $12,989-68.5% | $13,392-69.5% |