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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 | $59,134 | $160,070-63.1% | $147,117-59.8% | $145,897-59.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.63% | 98.69%-82.1pp | 420.54%-403.9pp | 552.29%-535.7pp |
| Employer contribution / active EE | $2,483 | $5,285-53.0% | $4,932-49.7% | $4,663-46.8% |
| Participant deferral / active EE | $7,550 | $8,419-10.3% | $8,065-6.4% | $6,689+12.9% |
| Admin fee / account holder | $593 | $15,035-96.1% | $12,993-95.4% | $13,390-95.6% |