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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 | $38,499 | $160,028-75.9% | $147,080-73.8% | $145,884-73.6% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 12.83% | 98.60%-85.8pp | 420.17%-407.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $2,437 | $5,286-53.9% | $4,933-50.6% | $4,662-47.7% |
| Participant deferral / active EE | $5,905 | $8,422-29.9% | $8,066-26.8% | $6,690-11.7% |
| Admin fee / account holder | $797 | $15,030-94.7% | $12,989-93.9% | $13,392-94.0% |