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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 | $72,186 | $103,008-29.9% | $90,304-20.1% | $152,897-52.8% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.5%-12.5pp |
| Annual return | 25.56% | 95.22%-69.7pp | 78.13%-52.6pp | 345.43%-319.9pp |
| Employer contribution / active EE | $1,181 | $3,139-62.4% | $2,855-58.6% | $4,764-75.2% |
| Participant deferral / active EE | $3,583 | $4,281-16.3% | $3,885-7.8% | $5,851-38.8% |
| Admin fee / account holder | $522 | $6,175-91.5% | $5,354-90.2% | $11,599-95.5% |