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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 | $38,195 | $176,105-78.3% | $159,474-76.0% | $167,536-77.2% |
| Participation rate | 76.9% | 85.0%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 19.04% | 331.91%-312.9pp | 263.68%-244.6pp | 478.82%-459.8pp |
| Employer contribution / active EE | $7,230 | $5,299+36.4% | $4,831+49.7% | $4,839+49.4% |
| Participant deferral / active EE | $4,649 | $7,751-40.0% | $7,353-36.8% | $6,342-26.7% |
| Admin fee / account holder | $1,087 | $12,559-91.3% | $10,802-89.9% | $12,315-91.2% |