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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 | $27,010 | $160,070-83.1% | $147,117-81.6% | $145,897-81.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.15% | 98.69%-84.5pp | 420.54%-406.4pp | 552.29%-538.1pp |
| Employer contribution / active EE | $2,624 | $5,285-50.4% | $4,932-46.8% | $4,663-43.7% |
| Participant deferral / active EE | $7,238 | $8,419-14.0% | $8,065-10.3% | $6,689+8.2% |
| Admin fee / account holder | $3,347 | $15,035-77.7% | $12,993-74.2% | $13,390-75.0% |