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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 | $160,040-77.1% | $147,096-75.0% | $145,877-74.8% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.4pp |
| Annual return | 26.30% | 98.49%-72.2pp | 419.75%-393.5pp | 551.28%-525.0pp |
| Employer contribution / active EE | $3,398 | $5,289-35.8% | $4,936-31.2% | $4,663-27.1% |
| Participant deferral / active EE | $6,194 | $8,429-26.5% | $8,071-23.3% | $6,691-7.4% |
| Admin fee / account holder | $478 | $15,050-96.8% | $13,005-96.3% | $13,402-96.4% |