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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 | $33,285 | $148,623-77.6% | $135,974-75.5% | $139,466-76.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.86% | 79.30%-62.4pp | 68.30%-51.4pp | 373.66%-356.8pp |
| Employer contribution / active EE | $2,434 | $5,246-53.6% | $4,859-49.9% | $4,754-48.8% |
| Participant deferral / active EE | $6,847 | $8,103-15.5% | $7,760-11.8% | $6,712+2.0% |
| Admin fee / account holder | $3,932 | $12,406-68.3% | $10,767-63.5% | $11,409-65.5% |