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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 | $38,294 | $183,592-79.1% | $155,574-75.4% | $145,877-73.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.24% | 61.37%-48.1pp | 64.87%-51.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $5,117 | $5,317-3.8% | $4,676+9.4% | $4,663+9.7% |
| Participant deferral / active EE | $4,294 | $6,466-33.6% | $5,629-23.7% | $6,691-35.8% |
| Admin fee / account holder | $3,334 | $19,316-82.7% | $15,914-79.1% | $13,402-75.1% |