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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 | $35,736 | $184,000-80.6% | $162,185-78.0% | $152,909-76.6% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.5%-11.0pp |
| Annual return | 16.83% | 150.80%-134.0pp | 115.61%-98.8pp | 345.46%-328.6pp |
| Employer contribution / active EE | $1,419 | $6,370-77.7% | $5,613-74.7% | $4,764-70.2% |
| Participant deferral / active EE | $3,824 | $8,033-52.4% | $7,297-47.6% | $5,851-34.7% |
| Admin fee / account holder | $2,840 | $13,124-78.4% | $10,844-73.8% | $11,601-75.5% |