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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 | $52,712 | $160,040-67.1% | $147,096-64.2% | $145,877-63.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 13.74% | 98.49%-84.8pp | 419.75%-406.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,801 | $5,289-66.0% | $4,936-63.5% | $4,663-61.4% |
| Participant deferral / active EE | $8,078 | $8,429-4.2% | $8,071+0.1% | $6,691+20.7% |
| Admin fee / account holder | $1,764 | $15,050-88.3% | $13,005-86.4% | $13,402-86.8% |