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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% | $155,574-56.4% | $145,877-53.5% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 9.89% | 61.37%-51.5pp | 64.87%-55.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $9,302 | $5,317+75.0% | $4,676+98.9% | $4,663+99.5% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $670 | $19,316-96.5% | $15,914-95.8% | $13,402-95.0% |