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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 | $159,934-88.1% | $147,005-87.0% | $145,959-86.9% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 17.48% | 98.24%-80.8pp | 418.76%-401.3pp | 561.95%-544.5pp |
| Employer contribution / active EE | $1,533 | $5,287-71.0% | $4,934-68.9% | $4,661-67.1% |
| Participant deferral / active EE | $3,344 | $8,427-60.3% | $8,070-58.6% | $6,689-50.0% |
| Admin fee / account holder | $5,450 | $15,053-63.8% | $13,006-58.1% | $13,398-59.3% |