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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 | $65,667 | $175,257-62.5% | $149,717-56.1% | $139,456-52.9% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 18.13% | 166.70%-148.6pp | 134.41%-116.3pp | 373.45%-355.3pp |
| Employer contribution / active EE | $1,361 | $5,477-75.1% | $4,820-71.8% | $4,753-71.4% |
| Participant deferral / active EE | $4,412 | $6,521-32.3% | $5,682-22.3% | $6,711-34.3% |
| Admin fee / account holder | $510 | $16,156-96.8% | $13,213-96.1% | $11,407-95.5% |