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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 | $32,292 | $160,028-79.8% | $147,080-78.0% | $145,884-77.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.62% | 98.60%-81.0pp | 420.17%-402.5pp | 551.85%-534.2pp |
| Employer contribution / active EE | $1,254 | $5,286-76.3% | $4,933-74.6% | $4,662-73.1% |
| Participant deferral / active EE | $2,650 | $8,422-68.5% | $8,066-67.1% | $6,690-60.4% |
| Admin fee / account holder | $375 | $15,030-97.5% | $12,989-97.1% | $13,392-97.2% |