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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 | $49,641 | $160,070-69.0% | $147,117-66.3% | $145,897-66.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.69% | 98.69%-89.0pp | 420.54%-410.9pp | 552.29%-542.6pp |
| Employer contribution / active EE | $2,250 | $5,285-57.4% | $4,932-54.4% | $4,663-51.7% |
| Participant deferral / active EE | $7,333 | $8,419-12.9% | $8,065-9.1% | $6,689+9.6% |
| Admin fee / account holder | $3,424 | $15,035-77.2% | $12,993-73.6% | $13,390-74.4% |