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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 | $34,395 | $217,432-84.2% | $185,849-81.5% | $167,536-79.5% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 12.74% | 148.42%-135.7pp | 122.10%-109.4pp | 478.82%-466.1pp |
| Employer contribution / active EE | $1,286 | $5,875-78.1% | $5,169-75.1% | $4,839-73.4% |
| Participant deferral / active EE | $2,531 | $6,357-60.2% | $5,569-54.6% | $6,342-60.1% |
| Admin fee / account holder | $2,589 | $19,818-86.9% | $16,244-84.1% | $12,315-79.0% |