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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 | $29,982 | $152,619-80.4% | $125,195-76.1% | $152,909-80.4% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | 29.44% | 54.85%-25.4pp | 43.79%-14.4pp | 345.46%-316.0pp |
| Employer contribution / active EE | $3,779 | $4,947-23.6% | $3,866-2.2% | $4,764-20.7% |
| Participant deferral / active EE | $9,555 | $5,869+62.8% | $4,937+93.5% | $5,851+63.3% |
| Admin fee / account holder | $1,444 | $13,437-89.3% | $9,704-85.1% | $11,601-87.6% |