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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 | $30,000 | $160,040-81.3% | $147,096-79.6% | $145,877-79.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.39% | 98.49%-81.1pp | 419.75%-402.4pp | 551.28%-533.9pp |
| Employer contribution / active EE | $4,372 | $5,289-17.3% | $4,936-11.4% | $4,663-6.2% |
| Participant deferral / active EE | $8,208 | $8,429-2.6% | $8,071+1.7% | $6,691+22.7% |
| Admin fee / account holder | $7,277 | $15,050-51.6% | $13,005-44.0% | $13,402-45.7% |