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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 | $23,590 | $160,028-85.3% | $147,080-84.0% | $145,884-83.8% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 13.33% | 98.60%-85.3pp | 420.17%-406.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $3,573 | $5,286-32.4% | $4,933-27.6% | $4,662-23.4% |
| Participant deferral / active EE | $5,371 | $8,422-36.2% | $8,066-33.4% | $6,690-19.7% |
| Admin fee / account holder | $7,110 | $15,030-52.7% | $12,989-45.3% | $13,392-46.9% |