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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 | $64,323 | $160,040-59.8% | $147,096-56.3% | $145,877-55.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.60% | 98.49%-81.9pp | 419.75%-403.1pp | 551.28%-534.7pp |
| Employer contribution / active EE | $3,010 | $5,289-43.1% | $4,936-39.0% | $4,663-35.5% |
| Participant deferral / active EE | $8,670 | $8,429+2.9% | $8,071+7.4% | $6,691+29.6% |
| Admin fee / account holder | $620 | $15,050-95.9% | $13,005-95.2% | $13,402-95.4% |