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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 | $58,305 | $198,457-70.6% | $170,435-65.8% | $147,586-60.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 18.63% | 257.30%-238.7pp | 205.94%-187.3pp | 578.59%-560.0pp |
| Employer contribution / active EE | $2,893 | $6,183-53.2% | $5,432-46.7% | $4,876-40.7% |
| Participant deferral / active EE | $6,864 | $5,629+21.9% | $4,939+39.0% | $5,439+26.2% |
| Admin fee / account holder | $370 | $16,852-97.8% | $13,881-97.3% | $10,886-96.6% |