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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 | $47,875 | $160,028-70.1% | $147,080-67.4% | $145,884-67.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 19.49% | 98.60%-79.1pp | 420.17%-400.7pp | 551.85%-532.4pp |
| Employer contribution / active EE | $3,522 | $5,286-33.4% | $4,933-28.6% | $4,662-24.5% |
| Participant deferral / active EE | $8,895 | $8,422+5.6% | $8,066+10.3% | $6,690+33.0% |
| Admin fee / account holder | $1,091 | $15,030-92.7% | $12,989-91.6% | $13,392-91.9% |