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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 | $30,225 | $160,028-81.1% | $147,080-79.4% | $145,884-79.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 10.94% | 98.60%-87.7pp | 420.17%-409.2pp | 551.85%-540.9pp |
| Employer contribution / active EE | $2,143 | $5,286-59.5% | $4,933-56.6% | $4,662-54.0% |
| Participant deferral / active EE | $3,974 | $8,422-52.8% | $8,066-50.7% | $6,690-40.6% |
| Admin fee / account holder | $618 | $15,030-95.9% | $12,989-95.2% | $13,392-95.4% |