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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 | $41,746 | $160,070-73.9% | $147,117-71.6% | $145,897-71.4% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 19.66% | 98.69%-79.0pp | 420.54%-400.9pp | 552.29%-532.6pp |
| Employer contribution / active EE | $4,121 | $5,285-22.0% | $4,932-16.4% | $4,663-11.6% |
| Participant deferral / active EE | $7,442 | $8,419-11.6% | $8,065-7.7% | $6,689+11.2% |
| Admin fee / account holder | $2,346 | $15,035-84.4% | $12,993-81.9% | $13,390-82.5% |