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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 | $20,279 | $175,231-88.4% | $149,696-86.5% | $139,466-85.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 32.71% | 166.77%-134.1pp | 134.46%-101.7pp | 373.66%-341.0pp |
| Employer contribution / active EE | $2,670 | $5,478-51.3% | $4,821-44.6% | $4,754-43.8% |
| Participant deferral / active EE | $7,301 | $6,521+12.0% | $5,682+28.5% | $6,712+8.8% |
| Admin fee / account holder | $3,004 | $16,155-81.4% | $13,212-77.3% | $11,409-73.7% |