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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 | $160,070-66.3% | $147,117-63.3% | $145,897-63.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.30% | 98.69%-87.4pp | 420.54%-409.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,359 | $5,285-74.3% | $4,932-72.4% | $4,663-70.9% |
| Participant deferral / active EE | $9,383 | $8,419+11.4% | $8,065+16.4% | $6,689+40.3% |
| Admin fee / account holder | $830 | $15,035-94.5% | $12,993-93.6% | $13,390-93.8% |