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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 | $17,127 | $108,897-84.3% | $100,378-82.9% | $145,877-88.3% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 15.91% | 58.17%-42.3pp | 49.41%-33.5pp | 551.28%-535.4pp |
| Employer contribution / active EE | $2,518 | $4,420-43.0% | $3,942-36.1% | $4,663-46.0% |
| Participant deferral / active EE | $4,672 | $8,455-44.7% | $8,087-42.2% | $6,691-30.2% |
| Admin fee / account holder | $2,223 | $9,690-77.1% | $7,899-71.9% | $13,402-83.4% |