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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 | $38,424 | $183,539-79.1% | $155,556-75.3% | $145,897-73.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 14.42% | 61.31%-46.9pp | 64.84%-50.4pp | 552.29%-537.9pp |
| Employer contribution / active EE | $3,079 | $5,315-42.1% | $4,675-34.1% | $4,663-34.0% |
| Participant deferral / active EE | $11,986 | $6,467+85.3% | $5,631+112.9% | $6,689+79.2% |
| Admin fee / account holder | $12,500 | $19,275-35.1% | $15,885-21.3% | $13,390-6.7% |