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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 | $27,919 | $217,432-87.2% | $185,849-85.0% | $167,536-83.3% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 16.66% | 148.42%-131.8pp | 122.10%-105.4pp | 478.82%-462.2pp |
| Employer contribution / active EE | $2,544 | $5,875-56.7% | $5,169-50.8% | $4,839-47.4% |
| Participant deferral / active EE | $5,670 | $6,357-10.8% | $5,569+1.8% | $6,342-10.6% |
| Admin fee / account holder | $335 | $19,818-98.3% | $16,244-97.9% | $12,315-97.3% |