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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 | $38,016 | $160,070-76.3% | $147,117-74.2% | $145,897-73.9% |
| Participation rate | 76.5% | 84.0%-7.6pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 13.79% | 98.69%-84.9pp | 420.54%-406.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,587 | $5,285-70.0% | $4,932-67.8% | $4,663-66.0% |
| Participant deferral / active EE | $7,897 | $8,419-6.2% | $8,065-2.1% | $6,689+18.1% |
| Admin fee / account holder | $3,376 | $15,035-77.5% | $12,993-74.0% | $13,390-74.8% |