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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 | $64,724 | $160,028-59.6% | $147,080-56.0% | $145,884-55.6% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 10.20% | 98.60%-88.4pp | 420.17%-410.0pp | 551.85%-541.6pp |
| Employer contribution / active EE | $1,414 | $5,286-73.3% | $4,933-71.3% | $4,662-69.7% |
| Participant deferral / active EE | $7,103 | $8,422-15.7% | $8,066-11.9% | $6,690+6.2% |
| Admin fee / account holder | $1,156 | $15,030-92.3% | $12,989-91.1% | $13,392-91.4% |