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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 | $23,626 | $118,695-80.1% | $98,916-76.1% | $158,950-85.1% |
| Participation rate | 72.7% | 77.8%-5.1pp | 76.0%-3.3pp | 82.0%-9.2pp |
| Annual return | 34.21% | 372.39%-338.2pp | 196.45%-162.2pp | 302.91%-268.7pp |
| Employer contribution / active EE | $2,228 | $3,333-33.2% | $2,689-17.1% | $4,762-53.2% |
| Participant deferral / active EE | $3,486 | $5,088-31.5% | $4,245-17.9% | $5,983-41.7% |
| Admin fee / account holder | $587 | $10,132-94.2% | $6,642-91.2% | $11,248-94.8% |