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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 | $160,040-88.1% | $147,096-87.0% | $145,877-86.9% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 17.48% | 98.49%-81.0pp | 419.75%-402.3pp | 551.28%-533.8pp |
| Employer contribution / active EE | $1,533 | $5,289-71.0% | $4,936-68.9% | $4,663-67.1% |
| Participant deferral / active EE | $3,344 | $8,429-60.3% | $8,071-58.6% | $6,691-50.0% |
| Admin fee / account holder | $5,450 | $15,050-63.8% | $13,005-58.1% | $13,402-59.3% |