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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 | $32,810 | $160,028-79.5% | $147,080-77.7% | $145,884-77.5% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 12.32% | 98.60%-86.3pp | 420.17%-407.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $2,493 | $5,286-52.8% | $4,933-49.5% | $4,662-46.5% |
| Participant deferral / active EE | $6,053 | $8,422-28.1% | $8,066-25.0% | $6,690-9.5% |
| Admin fee / account holder | $8,686 | $15,030-42.2% | $12,989-33.1% | $13,392-35.1% |