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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 | $75,654 | $160,070-52.7% | $147,117-48.6% | $145,897-48.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.88% | 98.69%-83.8pp | 420.54%-405.7pp | 552.29%-537.4pp |
| Employer contribution / active EE | $2,530 | $5,285-52.1% | $4,932-48.7% | $4,663-45.7% |
| Participant deferral / active EE | $4,193 | $8,419-50.2% | $8,065-48.0% | $6,689-37.3% |
| Admin fee / account holder | $1,902 | $15,035-87.3% | $12,993-85.4% | $13,390-85.8% |