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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 | $217,427-87.2% | $185,837-85.0% | $167,518-83.3% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 16.66% | 148.39%-131.7pp | 122.08%-105.4pp | 478.71%-462.0pp |
| Employer contribution / active EE | $2,544 | $5,874-56.7% | $5,168-50.8% | $4,838-47.4% |
| Participant deferral / active EE | $5,670 | $6,357-10.8% | $5,568+1.8% | $6,342-10.6% |
| Admin fee / account holder | $335 | $19,816-98.3% | $16,241-97.9% | $12,312-97.3% |