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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 | $77,657 | $160,040-51.5% | $147,096-47.2% | $145,877-46.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.40% | 98.49%-88.1pp | 419.75%-409.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,400 | $5,289-73.5% | $4,936-71.6% | $4,663-70.0% |
| Participant deferral / active EE | $2,587 | $8,429-69.3% | $8,071-68.0% | $6,691-61.3% |
| Admin fee / account holder | $12,837 | $15,050-14.7% | $13,005-1.3% | $13,402-4.2% |