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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 | $30,025 | $160,040-81.2% | $147,096-79.6% | $145,877-79.4% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 13.95% | 98.49%-84.5pp | 419.75%-405.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $2,290 | $5,289-56.7% | $4,936-53.6% | $4,663-50.9% |
| Participant deferral / active EE | $4,476 | $8,429-46.9% | $8,071-44.5% | $6,691-33.1% |
| Admin fee / account holder | $2,035 | $15,050-86.5% | $13,005-84.4% | $13,402-84.8% |