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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 | $33,015 | $160,070-79.4% | $147,117-77.6% | $145,897-77.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.41% | 98.69%-88.3pp | 420.54%-410.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,652 | $5,285-68.7% | $4,932-66.5% | $4,663-64.6% |
| Participant deferral / active EE | $2,828 | $8,419-66.4% | $8,065-64.9% | $6,689-57.7% |
| Admin fee / account holder | $4,227 | $15,035-71.9% | $12,993-67.5% | $13,390-68.4% |