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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 | $38,895 | $154,193-74.8% | $130,045-70.1% | $139,466-72.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 18.07% | 32.51%-14.4pp | -137.30%+155.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $6,451 | $5,292+21.9% | $4,321+49.3% | $4,754+35.7% |
| Participant deferral / active EE | $12,666 | $6,709+88.8% | $5,820+117.6% | $6,712+88.7% |
| Admin fee / account holder | $14,303 | $13,989+2.2% | $10,600+34.9% | $11,409+25.4% |