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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 | $41,515 | $160,028-74.1% | $147,080-71.8% | $145,884-71.5% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 12.66% | 98.60%-85.9pp | 420.17%-407.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $6,631 | $5,286+25.5% | $4,933+34.4% | $4,662+42.2% |
| Participant deferral / active EE | $14,639 | $8,422+73.8% | $8,066+81.5% | $6,690+118.8% |
| Admin fee / account holder | $31,416 | $15,030+109.0% | $12,989+141.9% | $13,392+134.6% |