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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 | $59,033 | $160,028-63.1% | $147,080-59.9% | $145,884-59.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 10.54% | 98.60%-88.1pp | 420.17%-409.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,739 | $5,286-67.1% | $4,933-64.7% | $4,662-62.7% |
| Participant deferral / active EE | $8,420 | $8,4220% | $8,066+4.4% | $6,690+25.9% |
| Admin fee / account holder | $526 | $15,030-96.5% | $12,989-95.9% | $13,392-96.1% |