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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 | $59,448 | $159,934-62.8% | $147,005-59.6% | $145,959-59.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.71% | 98.24%-80.5pp | 418.76%-401.1pp | 561.95%-544.2pp |
| Employer contribution / active EE | $1,412 | $5,287-73.3% | $4,934-71.4% | $4,661-69.7% |
| Participant deferral / active EE | $6,306 | $8,427-25.2% | $8,070-21.9% | $6,689-5.7% |
| Admin fee / account holder | $3,026 | $15,053-79.9% | $13,006-76.7% | $13,398-77.4% |