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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 | $19,091 | $160,028-88.1% | $147,080-87.0% | $145,884-86.9% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 17.48% | 98.60%-81.1pp | 420.17%-402.7pp | 551.85%-534.4pp |
| Employer contribution / active EE | $1,533 | $5,286-71.0% | $4,933-68.9% | $4,662-67.1% |
| Participant deferral / active EE | $3,344 | $8,422-60.3% | $8,066-58.5% | $6,690-50.0% |
| Admin fee / account holder | $5,450 | $15,030-63.7% | $12,989-58.0% | $13,392-59.3% |