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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 | $18,727 | $160,028-88.3% | $147,080-87.3% | $145,884-87.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 19.74% | 98.60%-78.9pp | 420.17%-400.4pp | 551.85%-532.1pp |
| Employer contribution / active EE | $1,889 | $5,286-64.3% | $4,933-61.7% | $4,662-59.5% |
| Participant deferral / active EE | $3,136 | $8,422-62.8% | $8,066-61.1% | $6,690-53.1% |
| Admin fee / account holder | $2,479 | $15,030-83.5% | $12,989-80.9% | $13,392-81.5% |