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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 | $41,702 | $160,070-73.9% | $147,117-71.7% | $145,897-71.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 16.31% | 98.69%-82.4pp | 420.54%-404.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $3,706 | $5,285-29.9% | $4,932-24.9% | $4,663-20.5% |
| Participant deferral / active EE | $5,391 | $8,419-36.0% | $8,065-33.2% | $6,689-19.4% |
| Admin fee / account holder | $427 | $15,035-97.2% | $12,993-96.7% | $13,390-96.8% |