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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 | $28,106 | $157,296-82.1% | $141,191-80.1% | $152,897-81.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 22.95% | 64.34%-41.4pp | 71.41%-48.5pp | 345.43%-322.5pp |
| Employer contribution / active EE | $2,923 | $5,262-44.4% | $4,736-38.3% | $4,764-38.6% |
| Participant deferral / active EE | $5,162 | $7,111-27.4% | $6,710-23.1% | $5,851-11.8% |
| Admin fee / account holder | $1,268 | $12,125-89.5% | $10,264-87.6% | $11,599-89.1% |