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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 | $55,071 | $160,040-65.6% | $147,096-62.6% | $145,877-62.2% |
| Participation rate | 73.9% | 84.0%-10.1pp | 82.2%-8.3pp | 80.3%-6.4pp |
| Annual return | 12.20% | 98.49%-86.3pp | 419.75%-407.5pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,543 | $5,289-51.9% | $4,936-48.5% | $4,663-45.5% |
| Participant deferral / active EE | $4,829 | $8,429-42.7% | $8,071-40.2% | $6,691-27.8% |
| Admin fee / account holder | $6,306 | $15,050-58.1% | $13,005-51.5% | $13,402-52.9% |