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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 | $159,978-68.8% | $147,041-66.1% | $145,978-65.8% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 10.83% | 98.36%-87.5pp | 419.21%-408.4pp | 550.52%-539.7pp |
| Employer contribution / active EE | $1,756 | $5,288-66.8% | $4,935-64.4% | $4,662-62.3% |
| Participant deferral / active EE | $3,871 | $8,429-54.1% | $8,071-52.0% | $6,690-42.1% |
| Admin fee / account holder | $7,232 | $15,053-52.0% | $13,006-44.4% | $13,400-46.0% |