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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 | $25,324 | $160,070-84.2% | $147,117-82.8% | $145,897-82.6% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 11.21% | 98.69%-87.5pp | 420.54%-409.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $5,287 | $5,2850% | $4,932+7.2% | $4,663+13.4% |
| Participant deferral / active EE | $5,190 | $8,419-38.4% | $8,065-35.6% | $6,689-22.4% |
| Admin fee / account holder | $4,010 | $15,035-73.3% | $12,993-69.1% | $13,390-70.1% |