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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 | $160,040-65.6% | $147,096-62.6% | $145,877-62.3% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 17.27% | 98.49%-81.2pp | 419.75%-402.5pp | 551.28%-534.0pp |
| Employer contribution / active EE | $1,655 | $5,289-68.7% | $4,936-66.5% | $4,663-64.5% |
| Participant deferral / active EE | $4,926 | $8,429-41.6% | $8,071-39.0% | $6,691-26.4% |
| Admin fee / account holder | $701 | $15,050-95.3% | $13,005-94.6% | $13,402-94.8% |