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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 | $37,023 | $160,028-76.9% | $147,080-74.8% | $145,884-74.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.86% | 98.60%-85.7pp | 420.17%-407.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $3,067 | $5,286-42.0% | $4,933-37.8% | $4,662-34.2% |
| Participant deferral / active EE | $4,551 | $8,422-46.0% | $8,066-43.6% | $6,690-32.0% |
| Admin fee / account holder | $319 | $15,030-97.9% | $12,989-97.5% | $13,392-97.6% |