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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 | $42,162 | $166,268-74.6% | $165,100-74.5% | $145,897-71.1% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 12.35% | 100.52%-88.2pp | 70.21%-57.9pp | 552.29%-539.9pp |
| Employer contribution / active EE | $3,913 | $5,284-25.9% | $4,348-10.0% | $4,663-16.1% |
| Participant deferral / active EE | $6,110 | $6,964-12.3% | $6,035+1.2% | $6,689-8.7% |
| Admin fee / account holder | $2,383 | $16,659-85.7% | $12,696-81.2% | $13,390-82.2% |