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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 | $23,360 | $149,040-84.3% | $120,225-80.6% | $137,256-83.0% |
| Participation rate | 76.9% | 75.4%+1.5pp | 69.6%+7.3pp | 80.0%-3.0pp |
| Annual return | 14.83% | 605.68%-590.9pp | 439.23%-424.4pp | 220.34%-205.5pp |
| Employer contribution / active EE | $824 | $4,350-81.1% | $3,475-76.3% | $4,156-80.2% |
| Participant deferral / active EE | $2,097 | $4,655-54.9% | $3,999-47.6% | $6,407-67.3% |
| Admin fee / account holder | $5,663 | $6,348-10.8% | $5,696-0.6% | $12,270-53.8% |