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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 | $108,912-78.5% | $100,383-76.6% | $145,959-83.9% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 32.50% | 57.96%-25.5pp | 49.26%-16.8pp | 561.95%-529.5pp |
| Employer contribution / active EE | $3,864 | $4,423-12.6% | $3,944-2.0% | $4,661-17.1% |
| Participant deferral / active EE | $5,422 | $8,451-35.8% | $8,086-32.9% | $6,689-18.9% |
| Admin fee / account holder | $6,141 | $9,690-36.6% | $7,900-22.3% | $13,398-54.2% |