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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 | $25,834 | $166,131-84.4% | $164,975-84.3% | $145,877-82.3% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 10.41% | 100.37%-90.0pp | 70.12%-59.7pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,291 | $5,276-75.5% | $4,343-70.3% | $4,663-72.3% |
| Participant deferral / active EE | $2,138 | $6,962-69.3% | $6,033-64.6% | $6,691-68.1% |
| Admin fee / account holder | $4,423 | $16,648-73.4% | $12,688-65.1% | $13,402-67.0% |