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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 | $48,038 | $160,028-70.0% | $147,080-67.3% | $145,884-67.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.97% | 98.60%-85.6pp | 420.17%-407.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $2,135 | $5,286-59.6% | $4,933-56.7% | $4,662-54.2% |
| Participant deferral / active EE | $5,136 | $8,422-39.0% | $8,066-36.3% | $6,690-23.2% |
| Admin fee / account holder | $3,427 | $15,030-77.2% | $12,989-73.6% | $13,392-74.4% |