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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 | $160,040-50.1% | $147,096-45.7% | $145,877-45.2% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 9.72% | 98.49%-88.8pp | 419.75%-410.0pp | 551.28%-541.6pp |
| Employer contribution / active EE | $1,167 | $5,289-77.9% | $4,936-76.4% | $4,663-75.0% |
| Participant deferral / active EE | $5,271 | $8,429-37.5% | $8,071-34.7% | $6,691-21.2% |
| Admin fee / account holder | $13,048 | $15,050-13.3% | $13,005+0.3% | $13,402-2.6% |