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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 | $53,923 | $175,257-69.2% | $149,717-64.0% | $139,456-61.3% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 16.05% | 166.70%-150.7pp | 134.41%-118.4pp | 373.45%-357.4pp |
| Employer contribution / active EE | $1,790 | $5,477-67.3% | $4,820-62.9% | $4,753-62.3% |
| Participant deferral / active EE | $2,278 | $6,521-65.1% | $5,682-59.9% | $6,711-66.1% |
| Admin fee / account holder | $498 | $16,156-96.9% | $13,213-96.2% | $11,407-95.6% |