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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 | $62,761 | $160,070-60.8% | $147,117-57.3% | $145,897-57.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 11.72% | 98.69%-87.0pp | 420.54%-408.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $3,682 | $5,285-30.3% | $4,932-25.3% | $4,663-21.0% |
| Participant deferral / active EE | $8,085 | $8,419-4.0% | $8,065+0.3% | $6,689+20.9% |
| Admin fee / account holder | $350 | $15,035-97.7% | $12,993-97.3% | $13,390-97.4% |