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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 | $159,978-50.7% | $147,041-46.3% | $145,978-45.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 10.19% | 98.36%-88.2pp | 419.21%-409.0pp | 550.52%-540.3pp |
| Employer contribution / active EE | $1,389 | $5,288-73.7% | $4,935-71.8% | $4,662-70.2% |
| Participant deferral / active EE | $4,429 | $8,429-47.5% | $8,071-45.1% | $6,690-33.8% |
| Admin fee / account holder | $532 | $15,053-96.5% | $13,006-95.9% | $13,400-96.0% |