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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 | $23,465 | $108,942-78.5% | $100,415-76.6% | $145,897-83.9% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.1pp | 80.3%+11.4pp |
| Annual return | 32.50% | 58.27%-25.8pp | 49.47%-17.0pp | 552.29%-519.8pp |
| Employer contribution / active EE | $3,864 | $4,422-12.6% | $3,943-2.0% | $4,663-17.1% |
| Participant deferral / active EE | $5,422 | $8,461-35.9% | $8,091-33.0% | $6,689-18.9% |
| Admin fee / account holder | $6,141 | $9,702-36.7% | $7,906-22.3% | $13,390-54.1% |