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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 | $159,978-55.9% | $147,041-52.0% | $145,978-51.7% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 14.63% | 98.36%-83.7pp | 419.21%-404.6pp | 550.52%-535.9pp |
| Employer contribution / active EE | $1,594 | $5,288-69.9% | $4,935-67.7% | $4,662-65.8% |
| Participant deferral / active EE | $7,561 | $8,429-10.3% | $8,071-6.3% | $6,690+13.0% |
| Admin fee / account holder | $17,778 | $15,053+18.1% | $13,006+36.7% | $13,400+32.7% |