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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 | $28,095 | $166,089-83.1% | $164,928-83.0% | $145,978-80.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 10.40% | 100.26%-89.9pp | 70.08%-59.7pp | 550.52%-540.1pp |
| Employer contribution / active EE | $3,167 | $5,276-40.0% | $4,343-27.1% | $4,662-32.1% |
| Participant deferral / active EE | $6,028 | $6,961-13.4% | $6,034-0.1% | $6,690-9.9% |
| Admin fee / account holder | $15,143 | $16,641-9.0% | $12,684+19.4% | $13,400+13.0% |