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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 | $73,449 | $160,040-54.1% | $147,096-50.1% | $145,877-49.6% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 11.40% | 98.49%-87.1pp | 419.75%-408.3pp | 551.28%-539.9pp |
| Employer contribution / active EE | $3,264 | $5,289-38.3% | $4,936-33.9% | $4,663-30.0% |
| Participant deferral / active EE | $6,477 | $8,429-23.2% | $8,071-19.7% | $6,691-3.2% |
| Admin fee / account holder | $2,368 | $15,050-84.3% | $13,005-81.8% | $13,402-82.3% |