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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 | $35,891 | $183,592-80.5% | $155,567-76.9% | $145,959-75.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 13.45% | 61.24%-47.8pp | 64.74%-51.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $4,454 | $5,315-16.2% | $4,674-4.7% | $4,661-4.4% |
| Participant deferral / active EE | $3,478 | $6,464-46.2% | $5,628-38.2% | $6,689-48.0% |
| Admin fee / account holder | $6,003 | $19,318-68.9% | $15,916-62.3% | $13,398-55.2% |