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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 | $36,345 | $159,978-77.3% | $147,041-75.3% | $145,978-75.1% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 28.80% | 98.36%-69.6pp | 419.21%-390.4pp | 550.52%-521.7pp |
| Employer contribution / active EE | $3,804 | $5,288-28.1% | $4,935-22.9% | $4,662-18.4% |
| Participant deferral / active EE | $8,282 | $8,429-1.7% | $8,071+2.6% | $6,690+23.8% |
| Admin fee / account holder | $7,037 | $15,053-53.3% | $13,006-45.9% | $13,400-47.5% |