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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 | $43,858 | $103,038-57.4% | $90,324-51.4% | $152,909-71.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 94.17% | 95.25%-1.1pp | 78.15%+16.0pp | 345.46%-251.3pp |
| Employer contribution / active EE | $9,382 | $3,141+198.7% | $2,856+228.5% | $4,764+96.9% |
| Participant deferral / active EE | $7,593 | $4,282+77.3% | $3,885+95.4% | $5,851+29.8% |
| Admin fee / account holder | $4,815 | $6,177-22.1% | $5,356-10.1% | $11,601-58.5% |