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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 | $17,173 | $107,363-84.0% | $92,909-81.5% | $152,897-88.8% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.5%-5.5pp |
| Annual return | 19.00% | 145.63%-126.6pp | 109.44%-90.4pp | 345.43%-326.4pp |
| Employer contribution / active EE | $5,091 | $4,222+20.6% | $3,653+39.3% | $4,764+6.9% |
| Participant deferral / active EE | $1,994 | $4,848-58.9% | $4,238-52.9% | $5,851-65.9% |
| Admin fee / account holder | $1,218 | $7,082-82.8% | $5,795-79.0% | $11,599-89.5% |