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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 | $34,666 | $183,627-81.1% | $155,602-77.7% | $145,978-76.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.13% | 61.32%-51.2pp | 64.81%-54.7pp | 550.52%-540.4pp |
| Employer contribution / active EE | $2,307 | $5,316-56.6% | $4,675-50.7% | $4,662-50.5% |
| Participant deferral / active EE | $4,775 | $6,466-26.1% | $5,629-15.2% | $6,690-28.6% |
| Admin fee / account holder | $3,299 | $19,327-82.9% | $15,923-79.3% | $13,400-75.4% |