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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 | $24,328 | $159,934-84.8% | $147,005-83.5% | $145,959-83.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.80% | 98.24%-81.4pp | 418.76%-402.0pp | 561.95%-545.1pp |
| Employer contribution / active EE | $1,620 | $5,287-69.4% | $4,934-67.2% | $4,661-65.3% |
| Participant deferral / active EE | $3,285 | $8,427-61.0% | $8,070-59.3% | $6,689-50.9% |
| Admin fee / account holder | $551 | $15,053-96.3% | $13,006-95.8% | $13,398-95.9% |