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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 | $73,108 | $159,934-54.3% | $147,005-50.3% | $145,959-49.9% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 11.16% | 98.24%-87.1pp | 418.76%-407.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $1,729 | $5,287-67.3% | $4,934-65.0% | $4,661-62.9% |
| Participant deferral / active EE | $11,972 | $8,427+42.1% | $8,070+48.4% | $6,689+79.0% |
| Admin fee / account holder | $24,265 | $15,053+61.2% | $13,006+86.6% | $13,398+81.1% |