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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 | $160,040-66.3% | $147,096-63.3% | $145,877-63.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.30% | 98.49%-87.2pp | 419.75%-408.4pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,359 | $5,289-74.3% | $4,936-72.5% | $4,663-70.9% |
| Participant deferral / active EE | $9,383 | $8,429+11.3% | $8,071+16.3% | $6,691+40.2% |
| Admin fee / account holder | $830 | $15,050-94.5% | $13,005-93.6% | $13,402-93.8% |