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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 | $47,525 | $125,184-62.0% | $105,607-55.0% | $145,884-67.4% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.8pp | 80.3%-8.9pp |
| Annual return | 11.93% | 225.00%-213.1pp | 116.11%-104.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,833 | $3,720-50.7% | $3,167-42.1% | $4,662-60.7% |
| Participant deferral / active EE | $9,549 | $5,714+67.1% | $5,011+90.6% | $6,690+42.7% |
| Admin fee / account holder | $506 | $17,133-97.0% | $10,958-95.4% | $13,392-96.2% |