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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 | $53,836 | $175,259-69.3% | $149,723-64.0% | $139,487-61.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 18.84% | 166.82%-148.0pp | 134.50%-115.7pp | 373.84%-355.0pp |
| Employer contribution / active EE | $8,054 | $5,478+47.0% | $4,821+67.0% | $4,755+69.4% |
| Participant deferral / active EE | $8,431 | $6,522+29.3% | $5,682+48.4% | $6,713+25.6% |
| Admin fee / account holder | $374 | $16,158-97.7% | $13,215-97.2% | $11,407-96.7% |