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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 | $97,845 | $160,070-38.9% | $147,117-33.5% | $145,897-32.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.95% | 98.69%-84.7pp | 420.54%-406.6pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,908 | $5,285-63.9% | $4,932-61.3% | $4,663-59.1% |
| Participant deferral / active EE | $13,306 | $8,419+58.0% | $8,065+65.0% | $6,689+98.9% |
| Admin fee / account holder | $3,240 | $15,035-78.5% | $12,993-75.1% | $13,390-75.8% |