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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 | $50,978 | $176,105-71.1% | $159,474-68.0% | $167,536-69.6% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 17.29% | 331.91%-314.6pp | 263.68%-246.4pp | 478.82%-461.5pp |
| Employer contribution / active EE | $1,270 | $5,299-76.0% | $4,831-73.7% | $4,839-73.8% |
| Participant deferral / active EE | $9,460 | $7,751+22.0% | $7,353+28.6% | $6,342+49.2% |
| Admin fee / account holder | $2,239 | $12,559-82.2% | $10,802-79.3% | $12,315-81.8% |