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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 | $38,950 | $138,076-71.8% | $123,553-68.5% | $135,380-71.2% |
| Participation rate | 95.8% | 84.7%+11.1pp | 82.3%+13.5pp | 82.6%+13.2pp |
| Annual return | 6.14% | 153.70%-147.6pp | 119.21%-113.1pp | 519.81%-513.7pp |
| Employer contribution / active EE | $4,429 | $5,152-14.0% | $4,628-4.3% | $4,779-7.3% |
| Participant deferral / active EE | $10,810 | $6,800+59.0% | $6,426+68.2% | $5,609+92.7% |
| Admin fee / account holder | $6,595 | $10,917-39.6% | $9,284-29.0% | $10,828-39.1% |