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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 | $45,618 | $160,028-71.5% | $147,080-69.0% | $145,884-68.7% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 25.45% | 98.60%-73.1pp | 420.17%-394.7pp | 551.85%-526.4pp |
| Employer contribution / active EE | $1,801 | $5,286-65.9% | $4,933-63.5% | $4,662-61.4% |
| Participant deferral / active EE | $3,827 | $8,422-54.6% | $8,066-52.6% | $6,690-42.8% |
| Admin fee / account holder | $632 | $15,030-95.8% | $12,989-95.1% | $13,392-95.3% |