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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 | $32,141 | $160,040-79.9% | $147,096-78.1% | $145,877-78.0% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.4pp |
| Annual return | 29.11% | 98.49%-69.4pp | 419.75%-390.6pp | 551.28%-522.2pp |
| Employer contribution / active EE | $16,987 | $5,289+221.2% | $4,936+244.2% | $4,663+264.3% |
| Participant deferral / active EE | $10,621 | $8,429+26.0% | $8,071+31.6% | $6,691+58.7% |
| Admin fee / account holder | $3,144 | $15,050-79.1% | $13,005-75.8% | $13,402-76.5% |