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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 | $33,355 | $148,582-77.6% | $135,942-75.5% | $139,456-76.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.29% | 79.26%-45.0pp | 68.28%-34.0pp | 373.45%-339.2pp |
| Employer contribution / active EE | $3,084 | $5,245-41.2% | $4,858-36.5% | $4,753-35.1% |
| Participant deferral / active EE | $7,910 | $8,101-2.4% | $7,759+2.0% | $6,711+17.9% |
| Admin fee / account holder | $3,219 | $12,402-74.0% | $10,764-70.1% | $11,407-71.8% |