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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 | $23,868 | $159,978-85.1% | $147,041-83.8% | $145,978-83.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.11% | 98.36%-88.3pp | 419.21%-409.1pp | 550.52%-540.4pp |
| Employer contribution / active EE | $1,605 | $5,288-69.6% | $4,935-67.5% | $4,662-65.6% |
| Participant deferral / active EE | $4,233 | $8,429-49.8% | $8,071-47.6% | $6,690-36.7% |
| Admin fee / account holder | $20,469 | $15,053+36.0% | $13,006+57.4% | $13,400+52.8% |