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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 | $38,315 | $175,259-78.1% | $149,723-74.4% | $139,487-72.5% |
| Participation rate | 70.8% | 83.4%-12.6pp | 78.8%-7.9pp | 80.3%-9.5pp |
| Annual return | 12.02% | 166.82%-154.8pp | 134.50%-122.5pp | 373.84%-361.8pp |
| Employer contribution / active EE | $3,112 | $5,478-43.2% | $4,821-35.5% | $4,755-34.6% |
| Participant deferral / active EE | $5,102 | $6,522-21.8% | $5,682-10.2% | $6,713-24.0% |
| Admin fee / account holder | $1,085 | $16,158-93.3% | $13,215-91.8% | $11,407-90.5% |