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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 | $40,969 | $198,462-79.4% | $170,439-76.0% | $147,585-72.2% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 14.01% | 257.30%-243.3pp | 205.94%-191.9pp | 578.58%-564.6pp |
| Employer contribution / active EE | $2,650 | $6,184-57.1% | $5,433-51.2% | $4,876-45.7% |
| Participant deferral / active EE | $2,717 | $5,629-51.7% | $4,939-45.0% | $5,439-50.0% |
| Admin fee / account holder | $1,017 | $16,852-94.0% | $13,881-92.7% | $10,886-90.7% |