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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 | $60,376 | $159,978-62.3% | $147,041-58.9% | $145,978-58.6% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 11.87% | 98.36%-86.5pp | 419.21%-407.3pp | 550.52%-538.6pp |
| Employer contribution / active EE | $2,778 | $5,288-47.5% | $4,935-43.7% | $4,662-40.4% |
| Participant deferral / active EE | $7,729 | $8,429-8.3% | $8,071-4.2% | $6,690+15.5% |
| Admin fee / account holder | $1,029 | $15,053-93.2% | $13,006-92.1% | $13,400-92.3% |