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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 | $159,978-52.7% | $147,041-48.5% | $145,978-48.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.88% | 98.36%-83.5pp | 419.21%-404.3pp | 550.52%-535.6pp |
| Employer contribution / active EE | $2,530 | $5,288-52.2% | $4,935-48.7% | $4,662-45.7% |
| Participant deferral / active EE | $4,193 | $8,429-50.3% | $8,071-48.1% | $6,690-37.3% |
| Admin fee / account holder | $1,902 | $15,053-87.4% | $13,006-85.4% | $13,400-85.8% |