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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 | $38,351 | $160,070-76.0% | $147,117-73.9% | $145,897-73.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.76% | 98.69%-87.9pp | 420.54%-409.8pp | 552.29%-541.5pp |
| Employer contribution / active EE | $6,657 | $5,285+26.0% | $4,932+35.0% | $4,663+42.8% |
| Participant deferral / active EE | $8,057 | $8,419-4.3% | $8,065-0.1% | $6,689+20.4% |
| Admin fee / account holder | $432 | $15,035-97.1% | $12,993-96.7% | $13,390-96.8% |