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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 | $45,284 | $171,492-73.6% | $150,734-70.0% | $198,609-77.2% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 19.09% | 804.70%-785.6pp | 600.81%-581.7pp | 202.70%-183.6pp |
| Employer contribution / active EE | $1,671 | $5,470-69.5% | $4,918-66.0% | $5,055-66.9% |
| Participant deferral / active EE | $5,268 | $6,259-15.8% | $5,610-6.1% | $6,977-24.5% |
| Admin fee / account holder | $681 | $17,628-96.1% | $14,905-95.4% | $19,030-96.4% |