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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 | $34,636 | $160,040-78.4% | $147,096-76.5% | $145,877-76.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 15.52% | 98.49%-83.0pp | 419.75%-404.2pp | 551.28%-535.8pp |
| Employer contribution / active EE | $3,804 | $5,289-28.1% | $4,936-22.9% | $4,663-18.4% |
| Participant deferral / active EE | $4,532 | $8,429-46.2% | $8,071-43.8% | $6,691-32.3% |
| Admin fee / account holder | $601 | $15,050-96.0% | $13,005-95.4% | $13,402-95.5% |