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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 | $34,901 | $148,623-76.5% | $135,974-74.3% | $139,466-75.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 44.23% | 79.30%-35.1pp | 68.30%-24.1pp | 373.66%-329.4pp |
| Employer contribution / active EE | $2,065 | $5,246-60.6% | $4,859-57.5% | $4,754-56.6% |
| Participant deferral / active EE | $12,304 | $8,103+51.9% | $7,760+58.6% | $6,712+83.3% |
| Admin fee / account holder | $1,105 | $12,406-91.1% | $10,767-89.7% | $11,409-90.3% |