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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 | $54,143 | $183,988-70.6% | $162,177-66.6% | $152,897-64.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 26.91% | 150.79%-123.9pp | 115.60%-88.7pp | 345.43%-318.5pp |
| Employer contribution / active EE | $1,496 | $6,370-76.5% | $5,613-73.3% | $4,764-68.6% |
| Participant deferral / active EE | $8,000 | $8,032-0.4% | $7,297+9.6% | $5,851+36.7% |
| Admin fee / account holder | $420 | $13,123-96.8% | $10,843-96.1% | $11,599-96.4% |