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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 | $32,941 | $159,978-79.4% | $147,041-77.6% | $145,978-77.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.47% | 98.36%-86.9pp | 419.21%-407.7pp | 550.52%-539.0pp |
| Employer contribution / active EE | $2,809 | $5,288-46.9% | $4,935-43.1% | $4,662-39.7% |
| Participant deferral / active EE | $4,154 | $8,429-50.7% | $8,071-48.5% | $6,690-37.9% |
| Admin fee / account holder | $1,934 | $15,053-87.1% | $13,006-85.1% | $13,400-85.6% |