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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 | $73,004 | $160,070-54.4% | $147,117-50.4% | $145,897-50.0% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.9pp | 80.3%-7.0pp |
| Annual return | 12.78% | 98.69%-85.9pp | 420.54%-407.8pp | 552.29%-539.5pp |
| Employer contribution / active EE | $2,031 | $5,285-61.6% | $4,932-58.8% | $4,663-56.4% |
| Participant deferral / active EE | $6,395 | $8,419-24.0% | $8,065-20.7% | $6,689-4.4% |
| Admin fee / account holder | $1,312 | $15,035-91.3% | $12,993-89.9% | $13,390-90.2% |