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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 | $40,619 | $105,145-61.4% | $94,664-57.1% | $139,466-70.9% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 14.57% | 38.09%-23.5pp | 156.84%-142.3pp | 373.66%-359.1pp |
| Employer contribution / active EE | $1,845 | $4,107-55.1% | $3,673-49.8% | $4,754-61.2% |
| Participant deferral / active EE | $2,730 | $7,599-64.1% | $7,417-63.2% | $6,712-59.3% |
| Admin fee / account holder | $14,128 | $8,972+57.5% | $7,222+95.6% | $11,409+23.8% |