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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 | $47,391 | $160,070-70.4% | $147,117-67.8% | $145,897-67.5% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.9pp | 80.3%-7.0pp |
| Annual return | 18.14% | 98.69%-80.5pp | 420.54%-402.4pp | 552.29%-534.2pp |
| Employer contribution / active EE | $2,812 | $5,285-46.8% | $4,932-43.0% | $4,663-39.7% |
| Participant deferral / active EE | $6,028 | $8,419-28.4% | $8,065-25.3% | $6,689-9.9% |
| Admin fee / account holder | $896 | $15,035-94.0% | $12,993-93.1% | $13,390-93.3% |