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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 | $17,525 | $160,028-89.0% | $147,080-88.1% | $145,884-88.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 27.82% | 98.60%-70.8pp | 420.17%-392.3pp | 551.85%-524.0pp |
| Employer contribution / active EE | $2,343 | $5,286-55.7% | $4,933-52.5% | $4,662-49.8% |
| Participant deferral / active EE | $5,551 | $8,422-34.1% | $8,066-31.2% | $6,690-17.0% |
| Admin fee / account holder | $1,324 | $15,030-91.2% | $12,989-89.8% | $13,392-90.1% |