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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 | $49,852 | $160,070-68.9% | $147,117-66.1% | $145,897-65.8% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 10.83% | 98.69%-87.9pp | 420.54%-409.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,756 | $5,285-66.8% | $4,932-64.4% | $4,663-62.3% |
| Participant deferral / active EE | $3,871 | $8,419-54.0% | $8,065-52.0% | $6,689-42.1% |
| Admin fee / account holder | $7,232 | $15,035-51.9% | $12,993-44.3% | $13,390-46.0% |