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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 | $81,576 | $217,432-62.5% | $185,849-56.1% | $167,536-51.3% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 15.76% | 148.42%-132.7pp | 122.10%-106.3pp | 478.82%-463.1pp |
| Employer contribution / active EE | $10,594 | $5,875+80.3% | $5,169+105.0% | $4,839+118.9% |
| Participant deferral / active EE | $10,140 | $6,357+59.5% | $5,569+82.1% | $6,342+59.9% |
| Admin fee / account holder | $772 | $19,818-96.1% | $16,244-95.2% | $12,315-93.7% |