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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 | $55,006 | $160,070-65.6% | $147,117-62.6% | $145,897-62.3% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 17.27% | 98.69%-81.4pp | 420.54%-403.3pp | 552.29%-535.0pp |
| Employer contribution / active EE | $1,655 | $5,285-68.7% | $4,932-66.4% | $4,663-64.5% |
| Participant deferral / active EE | $4,926 | $8,419-41.5% | $8,065-38.9% | $6,689-26.4% |
| Admin fee / account holder | $701 | $15,035-95.3% | $12,993-94.6% | $13,390-94.8% |