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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 | $159,934-60.8% | $147,005-57.3% | $145,959-57.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 11.72% | 98.24%-86.5pp | 418.76%-407.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $3,682 | $5,287-30.4% | $4,934-25.4% | $4,661-21.0% |
| Participant deferral / active EE | $8,085 | $8,427-4.1% | $8,070+0.2% | $6,689+20.9% |
| Admin fee / account holder | $350 | $15,053-97.7% | $13,006-97.3% | $13,398-97.4% |