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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 | $38,080 | $152,619-75.0% | $125,195-69.6% | $152,909-75.1% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | 25.71% | 54.85%-29.1pp | 43.79%-18.1pp | 345.46%-319.8pp |
| Employer contribution / active EE | $3,635 | $4,947-26.5% | $3,866-6.0% | $4,764-23.7% |
| Participant deferral / active EE | $8,412 | $5,869+43.3% | $4,937+70.4% | $5,851+43.8% |
| Admin fee / account holder | $824 | $13,437-93.9% | $9,704-91.5% | $11,601-92.9% |