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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 | $26,272 | $138,078-81.0% | $125,363-79.0% | $134,509-80.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 15.33% | 750.49%-735.2pp | 572.15%-556.8pp | 418.13%-402.8pp |
| Employer contribution / active EE | $1,633 | $5,245-68.9% | $4,815-66.1% | $4,741-65.5% |
| Participant deferral / active EE | $3,134 | $7,800-59.8% | $7,447-57.9% | $6,400-51.0% |
| Admin fee / account holder | $3,846 | $11,566-66.7% | $10,005-61.6% | $11,427-66.3% |