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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 | $79,900 | $160,070-50.1% | $147,117-45.7% | $145,897-45.2% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 9.72% | 98.69%-89.0pp | 420.54%-410.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $1,167 | $5,285-77.9% | $4,932-76.3% | $4,663-75.0% |
| Participant deferral / active EE | $5,271 | $8,419-37.4% | $8,065-34.6% | $6,689-21.2% |
| Admin fee / account holder | $13,048 | $15,035-13.2% | $12,993+0.4% | $13,390-2.6% |