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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 | $30,239 | $108,897-72.2% | $100,378-69.9% | $145,877-79.3% |
| Participation rate | 93.3% | 83.0%+10.4pp | 81.5%+11.8pp | 80.3%+13.0pp |
| Annual return | 16.33% | 58.17%-41.8pp | 49.41%-33.1pp | 551.28%-535.0pp |
| Employer contribution / active EE | $4,314 | $4,420-2.4% | $3,942+9.4% | $4,663-7.5% |
| Participant deferral / active EE | $8,784 | $8,455+3.9% | $8,087+8.6% | $6,691+31.3% |
| Admin fee / account holder | $11,311 | $9,690+16.7% | $7,899+43.2% | $13,402-15.6% |