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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 | $52,934 | $166,268-68.2% | $165,100-67.9% | $145,897-63.7% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 14.13% | 100.52%-86.4pp | 70.21%-56.1pp | 552.29%-538.2pp |
| Employer contribution / active EE | $3,412 | $5,284-35.4% | $4,348-21.5% | $4,663-26.8% |
| Participant deferral / active EE | $5,698 | $6,964-18.2% | $6,035-5.6% | $6,689-14.8% |
| Admin fee / account holder | $7,383 | $16,659-55.7% | $12,696-41.8% | $13,390-44.9% |