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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 | $160,040-70.4% | $147,096-67.8% | $145,877-67.5% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 18.14% | 98.49%-80.4pp | 419.75%-401.6pp | 551.28%-533.1pp |
| Employer contribution / active EE | $2,812 | $5,289-46.8% | $4,936-43.0% | $4,663-39.7% |
| Participant deferral / active EE | $6,028 | $8,429-28.5% | $8,071-25.3% | $6,691-9.9% |
| Admin fee / account holder | $896 | $15,050-94.0% | $13,005-93.1% | $13,402-93.3% |