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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 | $27,530 | $148,623-81.5% | $135,974-79.8% | $139,466-80.3% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 23.36% | 79.30%-55.9pp | 68.30%-44.9pp | 373.66%-350.3pp |
| Employer contribution / active EE | $5,982 | $5,246+14.0% | $4,859+23.1% | $4,754+25.8% |
| Participant deferral / active EE | $11,581 | $8,103+42.9% | $7,760+49.2% | $6,712+72.5% |
| Admin fee / account holder | $4,885 | $12,406-60.6% | $10,767-54.6% | $11,409-57.2% |