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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 | $76,011 | $160,070-52.5% | $147,117-48.3% | $145,897-47.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.15% | 98.69%-84.5pp | 420.54%-406.4pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,491 | $5,285-71.8% | $4,932-69.8% | $4,663-68.0% |
| Participant deferral / active EE | $3,502 | $8,419-58.4% | $8,065-56.6% | $6,689-47.6% |
| Admin fee / account holder | $1,321 | $15,035-91.2% | $12,993-89.8% | $13,390-90.1% |