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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 | $159,934-70.1% | $147,005-67.4% | $145,959-67.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 19.49% | 98.24%-78.8pp | 418.76%-399.3pp | 561.95%-542.5pp |
| Employer contribution / active EE | $3,522 | $5,287-33.4% | $4,934-28.6% | $4,661-24.4% |
| Participant deferral / active EE | $8,895 | $8,427+5.5% | $8,070+10.2% | $6,689+33.0% |
| Admin fee / account holder | $1,091 | $15,053-92.8% | $13,006-91.6% | $13,398-91.9% |