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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 | $58,970 | $175,259-66.4% | $149,723-60.6% | $139,487-57.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 14.72% | 166.82%-152.1pp | 134.50%-119.8pp | 373.84%-359.1pp |
| Employer contribution / active EE | $1,988 | $5,478-63.7% | $4,821-58.8% | $4,755-58.2% |
| Participant deferral / active EE | $4,988 | $6,522-23.5% | $5,682-12.2% | $6,713-25.7% |
| Admin fee / account holder | $4,261 | $16,158-73.6% | $13,215-67.8% | $11,407-62.7% |