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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 | $35,494 | $160,028-77.8% | $147,080-75.9% | $145,884-75.7% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 14.77% | 98.60%-83.8pp | 420.17%-405.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,409 | $5,286-73.3% | $4,933-71.4% | $4,662-69.8% |
| Participant deferral / active EE | $5,115 | $8,422-39.3% | $8,066-36.6% | $6,690-23.5% |
| Admin fee / account holder | $540 | $15,030-96.4% | $12,989-95.8% | $13,392-96.0% |