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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 | $69,221 | $160,028-56.7% | $147,080-52.9% | $145,884-52.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.92% | 98.60%-80.7pp | 420.17%-402.2pp | 551.85%-533.9pp |
| Employer contribution / active EE | $2,395 | $5,286-54.7% | $4,933-51.4% | $4,662-48.6% |
| Participant deferral / active EE | $7,047 | $8,422-16.3% | $8,066-12.6% | $6,690+5.3% |
| Admin fee / account holder | $2,265 | $15,030-84.9% | $12,989-82.6% | $13,392-83.1% |