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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 | $159,934-79.8% | $147,005-78.0% | $145,959-77.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.62% | 98.24%-80.6pp | 418.76%-401.1pp | 561.95%-544.3pp |
| Employer contribution / active EE | $1,254 | $5,287-76.3% | $4,934-74.6% | $4,661-73.1% |
| Participant deferral / active EE | $2,650 | $8,427-68.6% | $8,070-67.2% | $6,689-60.4% |
| Admin fee / account holder | $375 | $15,053-97.5% | $13,006-97.1% | $13,398-97.2% |