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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 | $28,755 | $160,040-82.0% | $147,096-80.5% | $145,877-80.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.76% | 98.49%-86.7pp | 419.75%-408.0pp | 551.28%-539.5pp |
| Employer contribution / active EE | $2,398 | $5,289-54.7% | $4,936-51.4% | $4,663-48.6% |
| Participant deferral / active EE | $6,007 | $8,429-28.7% | $8,071-25.6% | $6,691-10.2% |
| Admin fee / account holder | $716 | $15,050-95.2% | $13,005-94.5% | $13,402-94.7% |