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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 | $67,882 | $183,592-63.0% | $155,567-56.4% | $145,959-53.5% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 9.89% | 61.24%-51.4pp | 64.74%-54.8pp | 561.95%-552.1pp |
| Employer contribution / active EE | $9,302 | $5,315+75.0% | $4,674+99.0% | $4,661+99.6% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $670 | $19,318-96.5% | $15,916-95.8% | $13,398-95.0% |