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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 | $160,028-54.4% | $147,080-50.4% | $145,884-50.0% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 12.78% | 98.60%-85.8pp | 420.17%-407.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $2,031 | $5,286-61.6% | $4,933-58.8% | $4,662-56.4% |
| Participant deferral / active EE | $6,395 | $8,422-24.1% | $8,066-20.7% | $6,690-4.4% |
| Admin fee / account holder | $1,312 | $15,030-91.3% | $12,989-89.9% | $13,392-90.2% |