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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 | $39,546 | $160,040-75.3% | $147,096-73.1% | $145,877-72.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.49% | 98.49%-83.0pp | 419.75%-404.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $1,518 | $5,289-71.3% | $4,936-69.2% | $4,663-67.4% |
| Participant deferral / active EE | $7,646 | $8,429-9.3% | $8,071-5.3% | $6,691+14.3% |
| Admin fee / account holder | $375 | $15,050-97.5% | $13,005-97.1% | $13,402-97.2% |