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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 | $160,040-83.1% | $147,096-81.6% | $145,877-81.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.15% | 98.49%-84.3pp | 419.75%-405.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,624 | $5,289-50.4% | $4,936-46.8% | $4,663-43.7% |
| Participant deferral / active EE | $7,238 | $8,429-14.1% | $8,071-10.3% | $6,691+8.2% |
| Admin fee / account holder | $3,347 | $15,050-77.8% | $13,005-74.3% | $13,402-75.0% |