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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 | $66,955 | $160,070-58.2% | $147,117-54.5% | $145,897-54.1% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 14.45% | 98.69%-84.2pp | 420.54%-406.1pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,575 | $5,285-70.2% | $4,932-68.1% | $4,663-66.2% |
| Participant deferral / active EE | $6,722 | $8,419-20.2% | $8,065-16.7% | $6,689+0.5% |
| Admin fee / account holder | $1,145 | $15,035-92.4% | $12,993-91.2% | $13,390-91.4% |