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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 | $30,750 | $217,427-85.9% | $185,837-83.5% | $167,518-81.6% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 15.59% | 148.39%-132.8pp | 122.08%-106.5pp | 478.71%-463.1pp |
| Employer contribution / active EE | $2,689 | $5,874-54.2% | $5,168-48.0% | $4,838-44.4% |
| Participant deferral / active EE | $6,548 | $6,357+3.0% | $5,568+17.6% | $6,342+3.3% |
| Admin fee / account holder | $2,599 | $19,816-86.9% | $16,241-84.0% | $12,312-78.9% |