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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 | $31,383 | $175,259-82.1% | $149,723-79.0% | $139,487-77.5% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.1pp | 80.3%-7.6pp |
| Annual return | 19.82% | 166.82%-147.0pp | 134.50%-114.7pp | 373.84%-354.0pp |
| Employer contribution / active EE | $1,354 | $5,478-75.3% | $4,821-71.9% | $4,755-71.5% |
| Participant deferral / active EE | $2,727 | $6,522-58.2% | $5,682-52.0% | $6,713-59.4% |
| Admin fee / account holder | $379 | $16,158-97.7% | $13,215-97.1% | $11,407-96.7% |