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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 | $29,067 | $176,077-83.5% | $159,455-81.8% | $167,518-82.6% |
| Participation rate | 90.5% | 84.9%+5.5pp | 82.8%+7.6pp | 82.1%+8.4pp |
| Annual return | 32.76% | 331.83%-299.1pp | 263.63%-230.9pp | 478.71%-445.9pp |
| Employer contribution / active EE | $2,843 | $5,298-46.3% | $4,830-41.1% | $4,838-41.2% |
| Participant deferral / active EE | $5,983 | $7,751-22.8% | $7,353-18.6% | $6,342-5.7% |
| Admin fee / account holder | $1,478 | $12,556-88.2% | $10,800-86.3% | $12,312-88.0% |