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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 | $50,232 | $160,028-68.6% | $147,080-65.8% | $145,884-65.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.07% | 98.60%-84.5pp | 420.17%-406.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,297 | $5,286-75.5% | $4,933-73.7% | $4,662-72.2% |
| Participant deferral / active EE | $6,366 | $8,422-24.4% | $8,066-21.1% | $6,690-4.8% |
| Admin fee / account holder | $805 | $15,030-94.6% | $12,989-93.8% | $13,392-94.0% |