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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 | $55,092 | $138,114-60.1% | $125,391-56.1% | $134,545-59.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 1.68% | 750.88%-749.2pp | 572.41%-570.7pp | 418.37%-416.7pp |
| Employer contribution / active EE | $4,313 | $5,246-17.8% | $4,816-10.4% | $4,742-9.0% |
| Participant deferral / active EE | $10,757 | $7,801+37.9% | $7,448+44.4% | $6,401+68.0% |
| Admin fee / account holder | $2,209 | $11,570-80.9% | $10,009-77.9% | $11,431-80.7% |