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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 | $28,201 | $148,623-81.0% | $135,974-79.3% | $139,466-79.8% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 22.93% | 79.30%-56.4pp | 68.30%-45.4pp | 373.66%-350.7pp |
| Employer contribution / active EE | $3,092 | $5,246-41.1% | $4,859-36.4% | $4,754-35.0% |
| Participant deferral / active EE | $6,575 | $8,103-18.9% | $7,760-15.3% | $6,712-2.0% |
| Admin fee / account holder | $1,006 | $12,406-91.9% | $10,767-90.7% | $11,409-91.2% |