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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 | $30,347 | $217,392-86.0% | $185,818-83.7% | $167,497-81.9% |
| Participation rate | 70.0% | 86.0%-16.0pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 19.62% | 148.37%-128.8pp | 122.06%-102.4pp | 478.62%-459.0pp |
| Employer contribution / active EE | $2,423 | $5,873-58.7% | $5,168-53.1% | $4,838-49.9% |
| Participant deferral / active EE | $5,146 | $6,357-19.0% | $5,568-7.6% | $6,341-18.9% |
| Admin fee / account holder | $1,296 | $19,813-93.5% | $16,239-92.0% | $12,310-89.5% |