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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 | $28,637 | $166,242-82.8% | $165,071-82.7% | $145,884-80.4% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 11.26% | 100.44%-89.2pp | 70.17%-58.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $4,456 | $5,283-15.7% | $4,347+2.5% | $4,662-4.4% |
| Participant deferral / active EE | $5,009 | $6,964-28.1% | $6,035-17.0% | $6,690-25.1% |
| Admin fee / account holder | $1,160 | $16,658-93.0% | $12,695-90.9% | $13,392-91.3% |