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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 | $51,775 | $176,077-70.6% | $159,455-67.5% | $167,518-69.1% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 19.99% | 331.83%-311.8pp | 263.63%-243.6pp | 478.71%-458.7pp |
| Employer contribution / active EE | $2,670 | $5,298-49.6% | $4,830-44.7% | $4,838-44.8% |
| Participant deferral / active EE | $6,881 | $7,751-11.2% | $7,353-6.4% | $6,342+8.5% |
| Admin fee / account holder | $2,342 | $12,556-81.3% | $10,800-78.3% | $12,312-81.0% |