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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 | $160,028-84.2% | $147,080-82.8% | $145,884-82.6% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 11.21% | 98.60%-87.4pp | 420.17%-409.0pp | 551.85%-540.6pp |
| Employer contribution / active EE | $5,287 | $5,2860% | $4,933+7.2% | $4,662+13.4% |
| Participant deferral / active EE | $5,190 | $8,422-38.4% | $8,066-35.7% | $6,690-22.4% |
| Admin fee / account holder | $4,010 | $15,030-73.3% | $12,989-69.1% | $13,392-70.1% |