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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 | $77,487 | $202,440-61.7% | $169,390-54.3% | $139,466-44.4% |
| Participation rate | 70.0% | 81.1%-11.1pp | 77.2%-7.2pp | 80.3%-10.3pp |
| Annual return | 24.87% | 532.36%-507.5pp | 406.07%-381.2pp | 373.66%-348.8pp |
| Employer contribution / active EE | $9,931 | $4,693+111.6% | $4,013+147.5% | $4,754+108.9% |
| Participant deferral / active EE | $4,249 | $6,940-38.8% | $6,222-31.7% | $6,712-36.7% |
| Admin fee / account holder | $483 | $10,722-95.5% | $9,015-94.6% | $11,409-95.8% |