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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 | $11,504 | $103,000-88.8% | $90,300-87.3% | $152,885-92.5% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.5%+7.5pp |
| Annual return | 18.22% | 95.19%-77.0pp | 78.11%-59.9pp | 345.39%-327.2pp |
| Employer contribution / active EE | $1,084 | $3,138-65.4% | $2,854-62.0% | $4,763-77.2% |
| Participant deferral / active EE | $2,252 | $4,281-47.4% | $3,884-42.0% | $5,851-61.5% |
| Admin fee / account holder | $3,250 | $6,173-47.4% | $5,353-39.3% | $11,598-72.0% |