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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 | $22,115 | $160,040-86.2% | $147,096-85.0% | $145,877-84.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 20.15% | 98.49%-78.3pp | 419.75%-399.6pp | 551.28%-531.1pp |
| Employer contribution / active EE | $3,836 | $5,289-27.5% | $4,936-22.3% | $4,663-17.7% |
| Participant deferral / active EE | $7,077 | $8,429-16.0% | $8,071-12.3% | $6,691+5.8% |
| Admin fee / account holder | $1,188 | $15,050-92.1% | $13,005-90.9% | $13,402-91.1% |