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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 | $176,077-71.0% | $159,455-68.0% | $167,518-69.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 17.29% | 331.83%-314.5pp | 263.63%-246.3pp | 478.71%-461.4pp |
| Employer contribution / active EE | $1,270 | $5,298-76.0% | $4,830-73.7% | $4,838-73.7% |
| Participant deferral / active EE | $9,460 | $7,751+22.0% | $7,353+28.6% | $6,342+49.2% |
| Admin fee / account holder | $2,239 | $12,556-82.2% | $10,800-79.3% | $12,312-81.8% |