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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 | $53,928 | $159,934-66.3% | $147,005-63.3% | $145,959-63.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.30% | 98.24%-86.9pp | 418.76%-407.5pp | 561.95%-550.6pp |
| Employer contribution / active EE | $1,359 | $5,287-74.3% | $4,934-72.5% | $4,661-70.8% |
| Participant deferral / active EE | $9,383 | $8,427+11.3% | $8,070+16.3% | $6,689+40.3% |
| Admin fee / account holder | $830 | $15,053-94.5% | $13,006-93.6% | $13,398-93.8% |