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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 | $27,219 | $112,112-75.7% | $95,956-71.6% | $158,950-82.9% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 16.96% | 171.15%-154.2pp | 91.63%-74.7pp | 302.91%-286.0pp |
| Employer contribution / active EE | $1,777 | $3,199-44.4% | $2,541-30.1% | $4,762-62.7% |
| Participant deferral / active EE | $4,752 | $4,784-0.7% | $4,167+14.1% | $5,983-20.6% |
| Admin fee / account holder | $2,616 | $10,134-74.2% | $6,797-61.5% | $11,248-76.7% |