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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 | $23,501 | $108,897-78.4% | $100,378-76.6% | $145,877-83.9% |
| Participation rate | 94.1% | 83.0%+11.2pp | 81.5%+12.6pp | 80.3%+13.8pp |
| Annual return | 17.83% | 58.17%-40.3pp | 49.41%-31.6pp | 551.28%-533.5pp |
| Employer contribution / active EE | $5,645 | $4,420+27.7% | $3,942+43.2% | $4,663+21.1% |
| Participant deferral / active EE | $7,697 | $8,455-9.0% | $8,087-4.8% | $6,691+15.0% |
| Admin fee / account holder | $4,263 | $9,690-56.0% | $7,899-46.0% | $13,402-68.2% |