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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 | $48,483 | $166,020-70.8% | $164,866-70.6% | $145,959-66.8% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.5pp |
| Annual return | 11.65% | 100.08%-88.4pp | 69.97%-58.3pp | 561.95%-550.3pp |
| Employer contribution / active EE | $5,263 | $5,275-0.2% | $4,343+21.2% | $4,661+12.9% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,631 | $16,644-42.1% | $12,689-24.1% | $13,398-28.1% |