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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 | $44,976 | $175,257-74.3% | $149,717-70.0% | $139,456-67.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 14.93% | 166.70%-151.8pp | 134.41%-119.5pp | 373.45%-358.5pp |
| Employer contribution / active EE | $2,591 | $5,477-52.7% | $4,820-46.2% | $4,753-45.5% |
| Participant deferral / active EE | $9,643 | $6,521+47.9% | $5,682+69.7% | $6,711+43.7% |
| Admin fee / account holder | $642 | $16,156-96.0% | $13,213-95.1% | $11,407-94.4% |