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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 | $51,207 | $160,070-68.0% | $147,117-65.2% | $145,897-64.9% |
| Participation rate | 76.5% | 84.0%-7.6pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 13.48% | 98.69%-85.2pp | 420.54%-407.1pp | 552.29%-538.8pp |
| Employer contribution / active EE | $2,474 | $5,285-53.2% | $4,932-49.8% | $4,663-46.9% |
| Participant deferral / active EE | $4,042 | $8,419-52.0% | $8,065-49.9% | $6,689-39.6% |
| Admin fee / account holder | $1,125 | $15,035-92.5% | $12,993-91.3% | $13,390-91.6% |