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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 | $32,007 | $159,978-80.0% | $147,041-78.2% | $145,978-78.1% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 10.51% | 98.36%-87.9pp | 419.21%-408.7pp | 550.52%-540.0pp |
| Employer contribution / active EE | $2,321 | $5,288-56.1% | $4,935-53.0% | $4,662-50.2% |
| Participant deferral / active EE | $3,067 | $8,429-63.6% | $8,071-62.0% | $6,690-54.1% |
| Admin fee / account holder | $1,766 | $15,053-88.3% | $13,006-86.4% | $13,400-86.8% |