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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 | $38,926 | $160,028-75.7% | $147,080-73.5% | $145,884-73.3% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 54.87% | 98.60%-43.7pp | 420.17%-365.3pp | 551.85%-497.0pp |
| Employer contribution / active EE | $1,692 | $5,286-68.0% | $4,933-65.7% | $4,662-63.7% |
| Participant deferral / active EE | $5,460 | $8,422-35.2% | $8,066-32.3% | $6,690-18.4% |
| Admin fee / account holder | $6,587 | $15,030-56.2% | $12,989-49.3% | $13,392-50.8% |