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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 | $32,980 | $183,516-82.0% | $155,534-78.8% | $145,884-77.4% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 14.04% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,625 | $5,315-69.4% | $4,675-65.2% | $4,662-65.1% |
| Participant deferral / active EE | $4,408 | $6,467-31.8% | $5,630-21.7% | $6,690-34.1% |
| Admin fee / account holder | $4,811 | $19,293-75.1% | $15,900-69.7% | $13,392-64.1% |