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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 | $44,300 | $183,988-75.9% | $162,177-72.7% | $152,897-71.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 27.94% | 150.79%-122.8pp | 115.60%-87.7pp | 345.43%-317.5pp |
| Employer contribution / active EE | $3,476 | $6,370-45.4% | $5,613-38.1% | $4,764-27.0% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,515 | $13,123-88.5% | $10,843-86.0% | $11,599-86.9% |