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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 | $159,978-76.2% | $147,041-74.1% | $145,978-74.0% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 13.79% | 98.36%-84.6pp | 419.21%-405.4pp | 550.52%-536.7pp |
| Employer contribution / active EE | $1,587 | $5,288-70.0% | $4,935-67.8% | $4,662-66.0% |
| Participant deferral / active EE | $7,897 | $8,429-6.3% | $8,071-2.2% | $6,690+18.1% |
| Admin fee / account holder | $3,376 | $15,053-77.6% | $13,006-74.0% | $13,400-74.8% |