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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 | $20,572 | $125,190-83.6% | $105,624-80.5% | $145,897-85.9% |
| Participation rate | 77.8% | 77.6%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 16.13% | 225.22%-209.1pp | 116.20%-100.1pp | 552.29%-536.2pp |
| Employer contribution / active EE | $2,615 | $3,720-29.7% | $3,168-17.5% | $4,663-43.9% |
| Participant deferral / active EE | $4,885 | $5,716-14.5% | $5,013-2.6% | $6,689-27.0% |
| Admin fee / account holder | $404 | $17,138-97.6% | $10,961-96.3% | $13,390-97.0% |