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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 | $44,197 | $160,040-72.4% | $147,096-70.0% | $145,877-69.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.85% | 98.49%-85.6pp | 419.75%-406.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,480 | $5,289-72.0% | $4,936-70.0% | $4,663-68.3% |
| Participant deferral / active EE | $10,594 | $8,429+25.7% | $8,071+31.3% | $6,691+58.3% |
| Admin fee / account holder | $450 | $15,050-97.0% | $13,005-96.5% | $13,402-96.6% |