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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 | $75,766 | $184,000-58.8% | $162,185-53.3% | $152,909-50.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 16.08% | 150.80%-134.7pp | 115.61%-99.5pp | 345.46%-329.4pp |
| Employer contribution / active EE | $13,122 | $6,370+106.0% | $5,613+133.8% | $4,764+175.4% |
| Participant deferral / active EE | $7,400 | $8,033-7.9% | $7,297+1.4% | $5,851+26.5% |
| Admin fee / account holder | $550 | $13,124-95.8% | $10,844-94.9% | $11,601-95.3% |