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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 | $27,435 | $115,814-76.3% | $101,275-72.9% | $158,982-82.7% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 18.22% | 56.16%-37.9pp | 46.48%-28.3pp | 302.99%-284.8pp |
| Employer contribution / active EE | $5,845 | $4,176+40.0% | $3,660+59.7% | $4,763+22.7% |
| Participant deferral / active EE | $1,898 | $4,958-61.7% | $4,371-56.6% | $5,983-68.3% |
| Admin fee / account holder | $1,628 | $7,249-77.5% | $5,948-72.6% | $11,252-85.5% |