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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 | $57,598 | $159,978-64.0% | $147,041-60.8% | $145,978-60.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.25% | 98.36%-88.1pp | 419.21%-409.0pp | 550.52%-540.3pp |
| Employer contribution / active EE | $3,746 | $5,288-29.2% | $4,935-24.1% | $4,662-19.6% |
| Participant deferral / active EE | $3,388 | $8,429-59.8% | $8,071-58.0% | $6,690-49.4% |
| Admin fee / account holder | $1,186 | $15,053-92.1% | $13,006-90.9% | $13,400-91.1% |