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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 | $72,719 | $160,040-54.6% | $147,096-50.6% | $145,877-50.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 19.20% | 98.49%-79.3pp | 419.75%-400.6pp | 551.28%-532.1pp |
| Employer contribution / active EE | $2,587 | $5,289-51.1% | $4,936-47.6% | $4,663-44.5% |
| Participant deferral / active EE | $6,421 | $8,429-23.8% | $8,071-20.4% | $6,691-4.0% |
| Admin fee / account holder | $1,098 | $15,050-92.7% | $13,005-91.6% | $13,402-91.8% |