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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 | $36,177 | $108,897-66.8% | $100,378-64.0% | $145,877-75.2% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 11.13% | 58.17%-47.0pp | 49.41%-38.3pp | 551.28%-540.2pp |
| Employer contribution / active EE | $5,673 | $4,420+28.3% | $3,942+43.9% | $4,663+21.7% |
| Participant deferral / active EE | $4,377 | $8,455-48.2% | $8,087-45.9% | $6,691-34.6% |
| Admin fee / account holder | $1,210 | $9,690-87.5% | $7,899-84.7% | $13,402-91.0% |