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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 | $23,418 | $160,028-85.4% | $147,080-84.1% | $145,884-83.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.18% | 98.60%-85.4pp | 420.17%-407.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $4,861 | $5,286-8.0% | $4,933-1.5% | $4,662+4.3% |
| Participant deferral / active EE | $6,835 | $8,422-18.8% | $8,066-15.3% | $6,690+2.2% |
| Admin fee / account holder | $5,897 | $15,030-60.8% | $12,989-54.6% | $13,392-56.0% |