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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 | $166,242-70.8% | $165,071-70.6% | $145,884-66.8% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.4pp |
| Annual return | 11.65% | 100.44%-88.8pp | 70.17%-58.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $5,263 | $5,283-0.4% | $4,347+21.1% | $4,662+12.9% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,631 | $16,658-42.2% | $12,695-24.1% | $13,392-28.1% |