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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 | $51,837 | $160,040-67.6% | $147,096-64.8% | $145,877-64.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.64% | 98.49%-84.9pp | 419.75%-406.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $4,281 | $5,289-19.1% | $4,936-13.3% | $4,663-8.2% |
| Participant deferral / active EE | $6,029 | $8,429-28.5% | $8,071-25.3% | $6,691-9.9% |
| Admin fee / account holder | $2,579 | $15,050-82.9% | $13,005-80.2% | $13,402-80.8% |