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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 | $76,840 | $159,934-52.0% | $147,005-47.7% | $145,959-47.4% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.6pp |
| Annual return | 11.64% | 98.24%-86.6pp | 418.76%-407.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $1,906 | $5,287-64.0% | $4,934-61.4% | $4,661-59.1% |
| Participant deferral / active EE | $3,074 | $8,427-63.5% | $8,070-61.9% | $6,689-54.0% |
| Admin fee / account holder | $629 | $15,053-95.8% | $13,006-95.2% | $13,398-95.3% |