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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 | $59,465 | $201,259-70.5% | $184,200-67.7% | $145,959-59.3% |
| Participation rate | 78.3% | 87.5%-9.2pp | 86.8%-8.6pp | 80.3%-2.0pp |
| Annual return | 17.50% | 28.98%-11.5pp | 28.80%-11.3pp | 561.95%-544.5pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $12,717 | $9,806+29.7% | $9,132+39.3% | $6,689+90.1% |
| Admin fee / account holder | $1,615 | $16,372-90.1% | $13,907-88.4% | $13,398-87.9% |