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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 | $36,703 | $160,070-77.1% | $147,117-75.1% | $145,897-74.8% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.4pp |
| Annual return | 26.30% | 98.69%-72.4pp | 420.54%-394.2pp | 552.29%-526.0pp |
| Employer contribution / active EE | $3,398 | $5,285-35.7% | $4,932-31.1% | $4,663-27.1% |
| Participant deferral / active EE | $6,194 | $8,419-26.4% | $8,065-23.2% | $6,689-7.4% |
| Admin fee / account holder | $478 | $15,035-96.8% | $12,993-96.3% | $13,390-96.4% |