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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 | $33,615 | $162,136-79.3% | $152,301-77.9% | $154,746-78.3% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 30.43% | 91.02%-60.6pp | 80.50%-50.1pp | 172.34%-141.9pp |
| Employer contribution / active EE | $2,782 | $4,890-43.1% | $4,624-39.8% | $4,379-36.5% |
| Participant deferral / active EE | $3,211 | $8,341-61.5% | $8,004-59.9% | $6,730-52.3% |
| Admin fee / account holder | $25,287 | $15,759+60.5% | $14,398+75.6% | $14,365+76.0% |