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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 | $32,325 | $183,516-82.4% | $155,534-79.2% | $145,884-77.8% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 16.43% | 61.43%-45.0pp | 64.92%-48.5pp | 551.85%-535.4pp |
| Employer contribution / active EE | $1,791 | $5,315-66.3% | $4,675-61.7% | $4,662-61.6% |
| Participant deferral / active EE | $3,168 | $6,467-51.0% | $5,630-43.7% | $6,690-52.6% |
| Admin fee / account holder | $15,273 | $19,293-20.8% | $15,900-3.9% | $13,392+14.0% |