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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 | $159,934-68.8% | $147,005-66.1% | $145,959-65.8% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 10.83% | 98.24%-87.4pp | 418.76%-407.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,756 | $5,287-66.8% | $4,934-64.4% | $4,661-62.3% |
| Participant deferral / active EE | $3,871 | $8,427-54.1% | $8,070-52.0% | $6,689-42.1% |
| Admin fee / account holder | $7,232 | $15,053-52.0% | $13,006-44.4% | $13,398-46.0% |