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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 | $78,922 | $160,040-50.7% | $147,096-46.3% | $145,877-45.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 10.19% | 98.49%-88.3pp | 419.75%-409.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,389 | $5,289-73.7% | $4,936-71.9% | $4,663-70.2% |
| Participant deferral / active EE | $4,429 | $8,429-47.5% | $8,071-45.1% | $6,691-33.8% |
| Admin fee / account holder | $532 | $15,050-96.5% | $13,005-95.9% | $13,402-96.0% |