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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 | $68,806 | $148,623-53.7% | $135,974-49.4% | $139,466-50.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 13.43% | 79.30%-65.9pp | 68.30%-54.9pp | 373.66%-360.2pp |
| Employer contribution / active EE | $1,549 | $5,246-70.5% | $4,859-68.1% | $4,754-67.4% |
| Participant deferral / active EE | $3,023 | $8,103-62.7% | $7,760-61.0% | $6,712-55.0% |
| Admin fee / account holder | $472 | $12,406-96.2% | $10,767-95.6% | $11,409-95.9% |