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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 | $159,934-73.9% | $147,005-71.6% | $145,959-71.4% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 19.66% | 98.24%-78.6pp | 418.76%-399.1pp | 561.95%-542.3pp |
| Employer contribution / active EE | $4,121 | $5,287-22.1% | $4,934-16.5% | $4,661-11.6% |
| Participant deferral / active EE | $7,442 | $8,427-11.7% | $8,070-7.8% | $6,689+11.3% |
| Admin fee / account holder | $2,346 | $15,053-84.4% | $13,006-82.0% | $13,398-82.5% |