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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 | $27,780 | $160,040-82.6% | $147,096-81.1% | $145,877-81.0% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 14.18% | 98.49%-84.3pp | 419.75%-405.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $5,100 | $5,289-3.6% | $4,936+3.3% | $4,663+9.4% |
| Participant deferral / active EE | $8,729 | $8,429+3.6% | $8,071+8.2% | $6,691+30.5% |
| Admin fee / account holder | $6,916 | $15,050-54.0% | $13,005-46.8% | $13,402-48.4% |