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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 | $59,381 | $148,623-60.0% | $135,974-56.3% | $139,466-57.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 15.95% | 79.30%-63.3pp | 68.30%-52.4pp | 373.66%-357.7pp |
| Employer contribution / active EE | $6,436 | $5,246+22.7% | $4,859+32.5% | $4,754+35.4% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,167 | $12,406-82.5% | $10,767-79.9% | $11,409-81.0% |