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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 | $65,918 | $160,040-58.8% | $147,096-55.2% | $145,877-54.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 10.50% | 98.49%-88.0pp | 419.75%-409.3pp | 551.28%-540.8pp |
| Employer contribution / active EE | $2,780 | $5,289-47.4% | $4,936-43.7% | $4,663-40.4% |
| Participant deferral / active EE | $6,359 | $8,429-24.6% | $8,071-21.2% | $6,691-5.0% |
| Admin fee / account holder | $1,064 | $15,050-92.9% | $13,005-91.8% | $13,402-92.1% |