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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 | $184,000-61.2% | $162,185-56.0% | $152,909-53.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 21.47% | 150.80%-129.3pp | 115.61%-94.1pp | 345.46%-324.0pp |
| Employer contribution / active EE | $2,219 | $6,370-65.2% | $5,613-60.5% | $4,764-53.4% |
| Participant deferral / active EE | $6,939 | $8,033-13.6% | $7,297-4.9% | $5,851+18.6% |
| Admin fee / account holder | $448 | $13,124-96.6% | $10,844-95.9% | $11,601-96.1% |