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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 | $36,272 | $210,698-82.8% | $178,014-79.6% | $145,959-75.1% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 15.82% | 386.27%-370.5pp | 294.80%-279.0pp | 561.95%-546.1pp |
| Employer contribution / active EE | $3,740 | $4,567-18.1% | $3,950-5.3% | $4,661-19.8% |
| Participant deferral / active EE | $9,903 | $6,958+42.3% | $6,276+57.8% | $6,689+48.1% |
| Admin fee / account holder | $3,379 | $12,016-71.9% | $10,362-67.4% | $13,398-74.8% |