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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 | $70,510 | $160,028-55.9% | $147,080-52.1% | $145,884-51.7% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 14.63% | 98.60%-84.0pp | 420.17%-405.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,594 | $5,286-69.8% | $4,933-67.7% | $4,662-65.8% |
| Participant deferral / active EE | $7,561 | $8,422-10.2% | $8,066-6.3% | $6,690+13.0% |
| Admin fee / account holder | $17,778 | $15,030+18.3% | $12,989+36.9% | $13,392+32.8% |