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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 | $29,137 | $148,623-80.4% | $135,974-78.6% | $139,466-79.1% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 27.87% | 79.30%-51.4pp | 68.30%-40.4pp | 373.66%-345.8pp |
| Employer contribution / active EE | $3,572 | $5,246-31.9% | $4,859-26.5% | $4,754-24.9% |
| Participant deferral / active EE | $7,199 | $8,103-11.2% | $7,760-7.2% | $6,712+7.3% |
| Admin fee / account holder | $1,156 | $12,406-90.7% | $10,767-89.3% | $11,409-89.9% |