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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 | $67,785 | $176,105-61.5% | $159,474-57.5% | $167,536-59.5% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 24.10% | 331.91%-307.8pp | 263.68%-239.6pp | 478.82%-454.7pp |
| Employer contribution / active EE | $2,505 | $5,299-52.7% | $4,831-48.2% | $4,839-48.2% |
| Participant deferral / active EE | $7,748 | $7,7510% | $7,353+5.4% | $6,342+22.2% |
| Admin fee / account holder | $1,041 | $12,559-91.7% | $10,802-90.4% | $12,315-91.5% |