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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 | $39,173 | $183,988-78.7% | $162,177-75.8% | $152,897-74.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 25.96% | 150.79%-124.8pp | 115.60%-89.6pp | 345.43%-319.5pp |
| Employer contribution / active EE | $1,681 | $6,370-73.6% | $5,613-70.0% | $4,764-64.7% |
| Participant deferral / active EE | $5,819 | $8,032-27.6% | $7,297-20.3% | $5,851-0.6% |
| Admin fee / account holder | $519 | $13,123-96.0% | $10,843-95.2% | $11,599-95.5% |