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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 | $114,849 | $168,635-31.9% | $147,617-22.2% | $125,389-8.4% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | 1.65% | 77.65%-76.0pp | 61.98%-60.3pp | 282.24%-280.6pp |
| Employer contribution / active EE | $1,740 | $6,252-72.2% | $5,564-68.7% | $4,866-64.3% |
| Participant deferral / active EE | $4,531 | $5,507-17.7% | $4,895-7.4% | $5,352-15.3% |
| Admin fee / account holder | $3,746 | $13,580-72.4% | $11,612-67.7% | $9,541-60.7% |