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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 | $49,664 | $160,070-69.0% | $147,117-66.2% | $145,897-66.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.97% | 98.69%-85.7pp | 420.54%-407.6pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,660 | $5,285-49.7% | $4,932-46.1% | $4,663-43.0% |
| Participant deferral / active EE | $2,848 | $8,419-66.2% | $8,065-64.7% | $6,689-57.4% |
| Admin fee / account holder | $8,342 | $15,035-44.5% | $12,993-35.8% | $13,390-37.7% |