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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 | $160,040-52.9% | $147,096-48.8% | $145,877-48.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.67% | 98.49%-87.8pp | 419.75%-409.1pp | 551.28%-540.6pp |
| Employer contribution / active EE | $3,686 | $5,289-30.3% | $4,936-25.3% | $4,663-20.9% |
| Participant deferral / active EE | $6,232 | $8,429-26.1% | $8,071-22.8% | $6,691-6.8% |
| Admin fee / account holder | $1,153 | $15,050-92.3% | $13,005-91.1% | $13,402-91.4% |