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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 | $34,740 | $217,427-84.0% | $185,837-81.3% | $167,518-79.3% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 13.62% | 148.39%-134.8pp | 122.08%-108.5pp | 478.71%-465.1pp |
| Employer contribution / active EE | $1,542 | $5,874-73.8% | $5,168-70.2% | $4,838-68.1% |
| Participant deferral / active EE | $5,812 | $6,357-8.6% | $5,568+4.4% | $6,342-8.4% |
| Admin fee / account holder | $2,156 | $19,816-89.1% | $16,241-86.7% | $12,312-82.5% |