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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 | $58,016 | $127,790-54.6% | $106,555-45.6% | $167,536-65.4% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 8.86% | 33.88%-25.0pp | 26.80%-17.9pp | 478.82%-470.0pp |
| Employer contribution / active EE | $5,705 | $3,428+66.4% | $2,819+102.3% | $4,839+17.9% |
| Participant deferral / active EE | $5,875 | $5,088+15.5% | $4,399+33.6% | $6,342-7.4% |
| Admin fee / account holder | $386 | $11,229-96.6% | $7,408-94.8% | $12,315-96.9% |