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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 | $75,352 | $159,978-52.9% | $147,041-48.8% | $145,978-48.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.67% | 98.36%-87.7pp | 419.21%-408.5pp | 550.52%-539.8pp |
| Employer contribution / active EE | $3,686 | $5,288-30.3% | $4,935-25.3% | $4,662-20.9% |
| Participant deferral / active EE | $6,232 | $8,429-26.1% | $8,071-22.8% | $6,690-6.8% |
| Admin fee / account holder | $1,153 | $15,053-92.3% | $13,006-91.1% | $13,400-91.4% |