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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 | $72,586 | $160,028-54.6% | $147,080-50.6% | $145,884-50.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 20.75% | 98.60%-77.8pp | 420.17%-399.4pp | 551.85%-531.1pp |
| Employer contribution / active EE | $2,566 | $5,286-51.5% | $4,933-48.0% | $4,662-45.0% |
| Participant deferral / active EE | $5,099 | $8,422-39.5% | $8,066-36.8% | $6,690-23.8% |
| Admin fee / account holder | $3,456 | $15,030-77.0% | $12,989-73.4% | $13,392-74.2% |