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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 | $160,040-63.1% | $147,096-59.8% | $145,877-59.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.63% | 98.49%-81.9pp | 419.75%-403.1pp | 551.28%-534.7pp |
| Employer contribution / active EE | $2,483 | $5,289-53.1% | $4,936-49.7% | $4,663-46.8% |
| Participant deferral / active EE | $7,550 | $8,429-10.4% | $8,071-6.5% | $6,691+12.9% |
| Admin fee / account holder | $593 | $15,050-96.1% | $13,005-95.4% | $13,402-95.6% |