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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 | $71,344 | $183,968-61.2% | $162,166-56.0% | $152,870-53.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 21.47% | 150.77%-129.3pp | 115.59%-94.1pp | 345.34%-323.9pp |
| Employer contribution / active EE | $2,219 | $6,371-65.2% | $5,614-60.5% | $4,763-53.4% |
| Participant deferral / active EE | $6,939 | $8,034-13.6% | $7,298-4.9% | $5,850+18.6% |
| Admin fee / account holder | $448 | $13,121-96.6% | $10,842-95.9% | $11,597-96.1% |