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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 | $160,040-79.4% | $147,096-77.6% | $145,877-77.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.41% | 98.49%-88.1pp | 419.75%-409.3pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,652 | $5,289-68.8% | $4,936-66.5% | $4,663-64.6% |
| Participant deferral / active EE | $2,828 | $8,429-66.4% | $8,071-65.0% | $6,691-57.7% |
| Admin fee / account holder | $4,227 | $15,050-71.9% | $13,005-67.5% | $13,402-68.5% |