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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 | $59,823 | $157,296-62.0% | $141,191-57.6% | $152,897-60.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 16.98% | 64.34%-47.4pp | 71.41%-54.4pp | 345.43%-328.4pp |
| Employer contribution / active EE | $13,142 | $5,262+149.7% | $4,736+177.5% | $4,764+175.9% |
| Participant deferral / active EE | $7,598 | $7,111+6.9% | $6,710+13.2% | $5,851+29.9% |
| Admin fee / account holder | $541 | $12,125-95.5% | $10,264-94.7% | $11,599-95.3% |