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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 | $97,562 | $160,040-39.0% | $147,096-33.7% | $145,877-33.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 11.80% | 98.49%-86.7pp | 419.75%-407.9pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,835 | $5,289-65.3% | $4,936-62.8% | $4,663-60.7% |
| Participant deferral / active EE | $5,640 | $8,429-33.1% | $8,071-30.1% | $6,691-15.7% |
| Admin fee / account holder | $3,779 | $15,050-74.9% | $13,005-70.9% | $13,402-71.8% |