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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 | $35,988 | $183,988-80.4% | $162,177-77.8% | $152,897-76.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 20.92% | 150.79%-129.9pp | 115.60%-94.7pp | 345.43%-324.5pp |
| Employer contribution / active EE | $1,487 | $6,370-76.6% | $5,613-73.5% | $4,764-68.8% |
| Participant deferral / active EE | $3,191 | $8,032-60.3% | $7,297-56.3% | $5,851-45.5% |
| Admin fee / account holder | $2,454 | $13,123-81.3% | $10,843-77.4% | $11,599-78.8% |