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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 | $159,978-39.0% | $147,041-33.6% | $145,978-33.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 11.80% | 98.36%-86.6pp | 419.21%-407.4pp | 550.52%-538.7pp |
| Employer contribution / active EE | $1,835 | $5,288-65.3% | $4,935-62.8% | $4,662-60.6% |
| Participant deferral / active EE | $5,640 | $8,429-33.1% | $8,071-30.1% | $6,690-15.7% |
| Admin fee / account holder | $3,779 | $15,053-74.9% | $13,006-70.9% | $13,400-71.8% |