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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 | $99,899 | $160,040-37.6% | $147,096-32.1% | $145,877-31.5% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-10.0pp | 80.3%-8.1pp |
| Annual return | 13.53% | 98.49%-85.0pp | 419.75%-406.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,344 | $5,289-74.6% | $4,936-72.8% | $4,663-71.2% |
| Participant deferral / active EE | $5,222 | $8,429-38.0% | $8,071-35.3% | $6,691-21.9% |
| Admin fee / account holder | $722 | $15,050-95.2% | $13,005-94.5% | $13,402-94.6% |