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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 | $30,120 | $157,296-80.9% | $141,191-78.7% | $152,897-80.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 34.25% | 64.34%-30.1pp | 71.41%-37.2pp | 345.43%-311.2pp |
| Employer contribution / active EE | $5,821 | $5,262+10.6% | $4,736+22.9% | $4,764+22.2% |
| Participant deferral / active EE | $8,137 | $7,111+14.4% | $6,710+21.3% | $5,851+39.1% |
| Admin fee / account holder | $1,734 | $12,125-85.7% | $10,264-83.1% | $11,599-85.0% |