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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 | $27,761 | $160,028-82.7% | $147,080-81.1% | $145,884-81.0% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 12.81% | 98.60%-85.8pp | 420.17%-407.4pp | 551.85%-539.0pp |
| Employer contribution / active EE | $2,026 | $5,286-61.7% | $4,933-58.9% | $4,662-56.5% |
| Participant deferral / active EE | $4,084 | $8,422-51.5% | $8,066-49.4% | $6,690-38.9% |
| Admin fee / account holder | $6,479 | $15,030-56.9% | $12,989-50.1% | $13,392-51.6% |