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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 | $57,330 | $166,131-65.5% | $164,975-65.2% | $145,877-60.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 39.89% | 100.37%-60.5pp | 70.12%-30.2pp | 551.28%-511.4pp |
| Employer contribution / active EE | $3,208 | $5,276-39.2% | $4,343-26.1% | $4,663-31.2% |
| Participant deferral / active EE | $6,559 | $6,962-5.8% | $6,033+8.7% | $6,691-2.0% |
| Admin fee / account holder | $383 | $16,648-97.7% | $12,688-97.0% | $13,402-97.1% |