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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 | $72,952 | $160,028-54.4% | $147,080-50.4% | $145,884-50.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.60% | 98.60%-84.0pp | 420.17%-405.6pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,414 | $5,286-54.3% | $4,933-51.1% | $4,662-48.2% |
| Participant deferral / active EE | $8,183 | $8,422-2.8% | $8,066+1.4% | $6,690+22.3% |
| Admin fee / account holder | $1,127 | $15,030-92.5% | $12,989-91.3% | $13,392-91.6% |