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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 | $44,236 | $160,028-72.4% | $147,080-69.9% | $145,884-69.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.12% | 98.60%-82.5pp | 420.17%-404.0pp | 551.85%-535.7pp |
| Employer contribution / active EE | $2,674 | $5,286-49.4% | $4,933-45.8% | $4,662-42.7% |
| Participant deferral / active EE | $3,258 | $8,422-61.3% | $8,066-59.6% | $6,690-51.3% |
| Admin fee / account holder | $25,972 | $15,030+72.8% | $12,989+100.0% | $13,392+93.9% |