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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 | $39,885 | $159,934-75.1% | $147,005-72.9% | $145,959-72.7% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 18.22% | 98.24%-80.0pp | 418.76%-400.5pp | 561.95%-543.7pp |
| Employer contribution / active EE | $2,901 | $5,287-45.1% | $4,934-41.2% | $4,661-37.8% |
| Participant deferral / active EE | $10,106 | $8,427+19.9% | $8,070+25.2% | $6,689+51.1% |
| Admin fee / account holder | $587 | $15,053-96.1% | $13,006-95.5% | $13,398-95.6% |