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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 | $176,077-66.0% | $159,455-62.5% | $167,518-64.3% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 10.54% | 331.83%-321.3pp | 263.63%-253.1pp | 478.71%-468.2pp |
| Employer contribution / active EE | $1,542 | $5,298-70.9% | $4,830-68.1% | $4,838-68.1% |
| Participant deferral / active EE | $3,222 | $7,751-58.4% | $7,353-56.2% | $6,342-49.2% |
| Admin fee / account holder | $369 | $12,556-97.1% | $10,800-96.6% | $12,312-97.0% |