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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 | $37,074 | $160,028-76.8% | $147,080-74.8% | $145,884-74.6% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 12.71% | 98.60%-85.9pp | 420.17%-407.5pp | 551.85%-539.1pp |
| Employer contribution / active EE | $2,773 | $5,286-47.5% | $4,933-43.8% | $4,662-40.5% |
| Participant deferral / active EE | $3,375 | $8,422-59.9% | $8,066-58.2% | $6,690-49.6% |
| Admin fee / account holder | $1,306 | $15,030-91.3% | $12,989-89.9% | $13,392-90.2% |