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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 | $54,763 | $217,432-74.8% | $185,851-70.5% | $167,553-67.3% |
| Participation rate | 77.8% | 86.1%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 15.50% | 148.43%-132.9pp | 122.11%-106.6pp | 478.89%-463.4pp |
| Employer contribution / active EE | $2,754 | $5,874-53.1% | $5,168-46.7% | $4,840-43.1% |
| Participant deferral / active EE | $7,213 | $6,357+13.5% | $5,569+29.5% | $6,343+13.7% |
| Admin fee / account holder | $384 | $19,820-98.1% | $16,245-97.6% | $12,316-96.9% |