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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 | $68,927 | $183,592-62.5% | $155,574-55.7% | $145,877-52.8% |
| Participation rate | 73.3% | 82.7%-9.4pp | 78.2%-4.9pp | 80.3%-7.0pp |
| Annual return | 11.50% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $10,191 | $5,317+91.7% | $4,676+117.9% | $4,663+118.5% |
| Participant deferral / active EE | $7,074 | $6,466+9.4% | $5,629+25.7% | $6,691+5.7% |
| Admin fee / account holder | $612 | $19,316-96.8% | $15,914-96.2% | $13,402-95.4% |