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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 | $32,344 | $160,028-79.8% | $147,080-78.0% | $145,884-77.8% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 20.34% | 98.60%-78.3pp | 420.17%-399.8pp | 551.85%-531.5pp |
| Employer contribution / active EE | $1,236 | $5,286-76.6% | $4,933-74.9% | $4,662-73.5% |
| Participant deferral / active EE | $4,743 | $8,422-43.7% | $8,066-41.2% | $6,690-29.1% |
| Admin fee / account holder | $570 | $15,030-96.2% | $12,989-95.6% | $13,392-95.7% |