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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 | $31,223 | $148,623-79.0% | $135,974-77.0% | $139,466-77.6% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 17.07% | 79.30%-62.2pp | 68.30%-51.2pp | 373.66%-356.6pp |
| Employer contribution / active EE | $4,028 | $5,246-23.2% | $4,859-17.1% | $4,754-15.3% |
| Participant deferral / active EE | $7,705 | $8,103-4.9% | $7,760-0.7% | $6,712+14.8% |
| Admin fee / account holder | $6,582 | $12,406-46.9% | $10,767-38.9% | $11,409-42.3% |