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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 | $40,124 | $160,070-74.9% | $147,117-72.7% | $145,897-72.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 11.57% | 98.69%-87.1pp | 420.54%-409.0pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,641 | $5,285-68.9% | $4,932-66.7% | $4,663-64.8% |
| Participant deferral / active EE | $5,169 | $8,419-38.6% | $8,065-35.9% | $6,689-22.7% |
| Admin fee / account holder | $1,854 | $15,035-87.7% | $12,993-85.7% | $13,390-86.2% |