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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 | $38,773 | $111,535-65.2% | $105,223-63.2% | $137,256-71.8% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 26.73% | 237.85%-211.1pp | 180.65%-153.9pp | 220.34%-193.6pp |
| Employer contribution / active EE | $3,673 | $3,939-6.8% | $3,689-0.4% | $4,156-11.6% |
| Participant deferral / active EE | $6,871 | $5,500+24.9% | $5,072+35.5% | $6,407+7.2% |
| Admin fee / account holder | $1,637 | $9,721-83.2% | $8,859-81.5% | $12,270-86.7% |