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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 | $70,828 | $171,492-58.7% | $150,734-53.0% | $198,609-64.3% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 15.67% | 804.70%-789.0pp | 600.81%-585.1pp | 202.70%-187.0pp |
| Employer contribution / active EE | $1,969 | $5,470-64.0% | $4,918-60.0% | $5,055-61.1% |
| Participant deferral / active EE | $2,575 | $6,259-58.9% | $5,610-54.1% | $6,977-63.1% |
| Admin fee / account holder | $349 | $17,628-98.0% | $14,905-97.7% | $19,030-98.2% |