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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 | $160,040-68.0% | $147,096-65.2% | $145,877-64.9% |
| Participation rate | 76.5% | 84.0%-7.6pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 13.48% | 98.49%-85.0pp | 419.75%-406.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $2,474 | $5,289-53.2% | $4,936-49.9% | $4,663-46.9% |
| Participant deferral / active EE | $4,042 | $8,429-52.0% | $8,071-49.9% | $6,691-39.6% |
| Admin fee / account holder | $1,125 | $15,050-92.5% | $13,005-91.4% | $13,402-91.6% |