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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 | $22,227 | $159,978-86.1% | $147,041-84.9% | $145,978-84.8% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.2%-3.9pp | 80.3%-2.0pp |
| Annual return | 12.03% | 98.36%-86.3pp | 419.21%-407.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $3,405 | $5,288-35.6% | $4,935-31.0% | $4,662-27.0% |
| Participant deferral / active EE | $7,632 | $8,429-9.5% | $8,071-5.4% | $6,690+14.1% |
| Admin fee / account holder | $7,979 | $15,053-47.0% | $13,006-38.7% | $13,400-40.5% |