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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 | $46,815 | $176,077-73.4% | $159,455-70.6% | $167,518-72.1% |
| Participation rate | 76.9% | 84.9%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 13.02% | 331.83%-318.8pp | 263.63%-250.6pp | 478.71%-465.7pp |
| Employer contribution / active EE | $1,627 | $5,298-69.3% | $4,830-66.3% | $4,838-66.4% |
| Participant deferral / active EE | $2,642 | $7,751-65.9% | $7,353-64.1% | $6,342-58.3% |
| Admin fee / account holder | $4,097 | $12,556-67.4% | $10,800-62.1% | $12,312-66.7% |