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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 | $30,662 | $175,231-82.5% | $149,696-79.5% | $139,466-78.0% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 19.07% | 166.77%-147.7pp | 134.46%-115.4pp | 373.66%-354.6pp |
| Employer contribution / active EE | $1,400 | $5,478-74.4% | $4,821-71.0% | $4,754-70.6% |
| Participant deferral / active EE | $2,448 | $6,521-62.5% | $5,682-56.9% | $6,712-63.5% |
| Admin fee / account holder | $335 | $16,155-97.9% | $13,212-97.5% | $11,409-97.1% |