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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 | $19,448 | $183,516-89.4% | $155,534-87.5% | $145,884-86.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.56% | 61.43%-50.9pp | 64.92%-54.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,387 | $5,315-73.9% | $4,675-70.3% | $4,662-70.3% |
| Participant deferral / active EE | $2,407 | $6,467-62.8% | $5,630-57.2% | $6,690-64.0% |
| Admin fee / account holder | $7,000 | $19,293-63.7% | $15,900-56.0% | $13,392-47.7% |