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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 | $20,839 | $160,070-87.0% | $147,117-85.8% | $145,897-85.7% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 17.18% | 98.69%-81.5pp | 420.54%-403.4pp | 552.29%-535.1pp |
| Employer contribution / active EE | $1,531 | $5,285-71.0% | $4,932-69.0% | $4,663-67.2% |
| Participant deferral / active EE | $3,720 | $8,419-55.8% | $8,065-53.9% | $6,689-44.4% |
| Admin fee / account holder | $2,376 | $15,035-84.2% | $12,993-81.7% | $13,390-82.3% |