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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 | $50,303 | $183,978-72.7% | $162,171-69.0% | $152,885-67.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 24.50% | 150.78%-126.3pp | 115.60%-91.1pp | 345.39%-320.9pp |
| Employer contribution / active EE | $2,768 | $6,370-56.5% | $5,613-50.7% | $4,763-41.9% |
| Participant deferral / active EE | $3,564 | $8,033-55.6% | $7,297-51.2% | $5,851-39.1% |
| Admin fee / account holder | $360 | $13,122-97.3% | $10,843-96.7% | $11,598-96.9% |