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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 | $159,978-56.7% | $147,041-52.9% | $145,978-52.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.92% | 98.36%-80.4pp | 419.21%-401.3pp | 550.52%-532.6pp |
| Employer contribution / active EE | $2,395 | $5,288-54.7% | $4,935-51.5% | $4,662-48.6% |
| Participant deferral / active EE | $7,047 | $8,429-16.4% | $8,071-12.7% | $6,690+5.3% |
| Admin fee / account holder | $2,265 | $15,053-85.0% | $13,006-82.6% | $13,400-83.1% |