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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 | $28,496 | $176,077-83.8% | $159,455-82.1% | $167,518-83.0% |
| Participation rate | 73.3% | 84.9%-11.6pp | 82.8%-9.5pp | 82.1%-8.8pp |
| Annual return | 20.17% | 331.83%-311.7pp | 263.63%-243.5pp | 478.71%-458.5pp |
| Employer contribution / active EE | $2,739 | $5,298-48.3% | $4,830-43.3% | $4,838-43.4% |
| Participant deferral / active EE | $5,378 | $7,751-30.6% | $7,353-26.9% | $6,342-15.2% |
| Admin fee / account holder | $2,130 | $12,556-83.0% | $10,800-80.3% | $12,312-82.7% |