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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 | $26,539 | $183,592-85.5% | $155,567-82.9% | $145,959-81.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 34.09% | 61.24%-27.2pp | 64.74%-30.6pp | 561.95%-527.9pp |
| Employer contribution / active EE | $1,831 | $5,315-65.6% | $4,674-60.8% | $4,661-60.7% |
| Participant deferral / active EE | $10,750 | $6,464+66.3% | $5,628+91.0% | $6,689+60.7% |
| Admin fee / account holder | $414 | $19,318-97.9% | $15,916-97.4% | $13,398-96.9% |