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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 | $59,972 | $144,130-58.4% | $117,861-49.1% | $147,586-59.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 12.62% | 531.20%-518.6pp | 335.11%-322.5pp | 578.59%-566.0pp |
| Employer contribution / active EE | $1,168 | $4,897-76.1% | $3,786-69.1% | $4,876-76.0% |
| Participant deferral / active EE | $2,846 | $5,316-46.5% | $4,482-36.5% | $5,439-47.7% |
| Admin fee / account holder | $2,125 | $10,887-80.5% | $8,021-73.5% | $10,886-80.5% |