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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 | $15,991 | $108,912-85.3% | $100,383-84.1% | $145,959-89.0% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 15.10% | 57.96%-42.9pp | 49.26%-34.2pp | 561.95%-546.9pp |
| Employer contribution / active EE | $4,215 | $4,423-4.7% | $3,944+6.9% | $4,661-9.6% |
| Participant deferral / active EE | $8,020 | $8,451-5.1% | $8,086-0.8% | $6,689+19.9% |
| Admin fee / account holder | $4,236 | $9,690-56.3% | $7,900-46.4% | $13,398-68.4% |