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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 | $16,579 | $183,539-91.0% | $155,556-89.3% | $145,897-88.6% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 15.01% | 61.31%-46.3pp | 64.84%-49.8pp | 552.29%-537.3pp |
| Employer contribution / active EE | $5,562 | $5,315+4.6% | $4,675+19.0% | $4,663+19.3% |
| Participant deferral / active EE | $4,809 | $6,467-25.6% | $5,631-14.6% | $6,689-28.1% |
| Admin fee / account holder | $2,362 | $19,275-87.7% | $15,885-85.1% | $13,390-82.4% |