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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 | $32,412 | $160,028-79.7% | $147,080-78.0% | $145,884-77.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 16.73% | 98.60%-81.9pp | 420.17%-403.4pp | 551.85%-535.1pp |
| Employer contribution / active EE | $2,762 | $5,286-47.8% | $4,933-44.0% | $4,662-40.8% |
| Participant deferral / active EE | $8,383 | $8,422-0.5% | $8,066+3.9% | $6,690+25.3% |
| Admin fee / account holder | $9,121 | $15,030-39.3% | $12,989-29.8% | $13,392-31.9% |