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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 | $29,962 | $157,296-81.0% | $141,191-78.8% | $152,897-80.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 19.92% | 64.34%-44.4pp | 71.41%-51.5pp | 345.43%-325.5pp |
| Employer contribution / active EE | $4,243 | $5,262-19.4% | $4,736-10.4% | $4,764-10.9% |
| Participant deferral / active EE | $4,100 | $7,111-42.3% | $6,710-38.9% | $5,851-29.9% |
| Admin fee / account holder | $6,668 | $12,125-45.0% | $10,264-35.0% | $11,599-42.5% |