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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 | $59,809 | $176,105-66.0% | $159,474-62.5% | $167,536-64.3% |
| Participation rate | 70.0% | 85.0%-15.0pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 10.54% | 331.91%-321.4pp | 263.68%-253.1pp | 478.82%-468.3pp |
| Employer contribution / active EE | $1,542 | $5,299-70.9% | $4,831-68.1% | $4,839-68.1% |
| Participant deferral / active EE | $3,222 | $7,751-58.4% | $7,353-56.2% | $6,342-49.2% |
| Admin fee / account holder | $369 | $12,559-97.1% | $10,802-96.6% | $12,315-97.0% |