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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 | $31,879 | $148,623-78.6% | $135,974-76.6% | $139,466-77.1% |
| Participation rate | 73.9% | 83.9%-10.0pp | 81.9%-8.0pp | 80.3%-6.4pp |
| Annual return | 45.34% | 79.30%-34.0pp | 68.30%-23.0pp | 373.66%-328.3pp |
| Employer contribution / active EE | $2,238 | $5,246-57.3% | $4,859-53.9% | $4,754-52.9% |
| Participant deferral / active EE | $8,890 | $8,103+9.7% | $7,760+14.6% | $6,712+32.5% |
| Admin fee / account holder | $6,755 | $12,406-45.5% | $10,767-37.3% | $11,409-40.8% |