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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 | $64,125 | $197,603-67.5% | $177,827-63.9% | $158,950-59.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 21.60% | 58.76%-37.2pp | 48.32%-26.7pp | 302.91%-281.3pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,210 | $8,404+21.5% | $7,713+32.4% | $5,983+70.7% |
| Admin fee / account holder | $550 | $15,402-96.4% | $12,429-95.6% | $11,248-95.1% |