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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 | $30,890 | $159,978-80.7% | $147,041-79.0% | $145,978-78.8% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 16.44% | 98.36%-81.9pp | 419.21%-402.8pp | 550.52%-534.1pp |
| Employer contribution / active EE | $4,052 | $5,288-23.4% | $4,935-17.9% | $4,662-13.1% |
| Participant deferral / active EE | $5,365 | $8,429-36.3% | $8,071-33.5% | $6,690-19.8% |
| Admin fee / account holder | $975 | $15,053-93.5% | $13,006-92.5% | $13,400-92.7% |