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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 | $63,573 | $148,623-57.2% | $135,974-53.2% | $139,466-54.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 26.47% | 79.30%-52.8pp | 68.30%-41.8pp | 373.66%-347.2pp |
| Employer contribution / active EE | $1,780 | $5,246-66.1% | $4,859-63.4% | $4,754-62.5% |
| Participant deferral / active EE | $5,615 | $8,103-30.7% | $7,760-27.6% | $6,712-16.3% |
| Admin fee / account holder | $749 | $12,406-94.0% | $10,767-93.0% | $11,409-93.4% |