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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 | $160,040-76.0% | $147,096-73.9% | $145,877-73.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.76% | 98.49%-87.7pp | 419.75%-409.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $6,657 | $5,289+25.8% | $4,936+34.9% | $4,663+42.8% |
| Participant deferral / active EE | $8,057 | $8,429-4.4% | $8,071-0.2% | $6,691+20.4% |
| Admin fee / account holder | $432 | $15,050-97.1% | $13,005-96.7% | $13,402-96.8% |