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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 | $30,813 | $176,105-82.5% | $159,474-80.7% | $167,536-81.6% |
| Participation rate | 77.3% | 85.0%-7.7pp | 82.8%-5.6pp | 82.1%-4.8pp |
| Annual return | 12.69% | 331.91%-319.2pp | 263.68%-251.0pp | 478.82%-466.1pp |
| Employer contribution / active EE | $2,055 | $5,299-61.2% | $4,831-57.5% | $4,839-57.5% |
| Participant deferral / active EE | $8,204 | $7,751+5.8% | $7,353+11.6% | $6,342+29.4% |
| Admin fee / account holder | $3,333 | $12,559-73.5% | $10,802-69.1% | $12,315-72.9% |