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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 | $160,028-58.2% | $147,080-54.5% | $145,884-54.1% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 14.45% | 98.60%-84.1pp | 420.17%-405.7pp | 551.85%-537.4pp |
| Employer contribution / active EE | $1,575 | $5,286-70.2% | $4,933-68.1% | $4,662-66.2% |
| Participant deferral / active EE | $6,722 | $8,422-20.2% | $8,066-16.7% | $6,690+0.5% |
| Admin fee / account holder | $1,145 | $15,030-92.4% | $12,989-91.2% | $13,392-91.4% |